Client feedback


Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer.
Stuart Barker,
Internal Pensions Consultant, RSPCA
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues
​We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.
Katherine Cross,
Tyser
Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work.
Wendy Stansfield,
Vector Aerospace
I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.
Dave Strain,
Royal Yachting Association
Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand.
Phillipa McFadyen,
RSPCA
Image of Wayne Phelan, Chief Executive Officer

Wayne Phelan

Chief Executive Officer

Contact Wayne

Reading

Tel 0118 207 2911

Role

Wayne is a hugely experienced professional trustee, sole trustee and trustee board chair.

Background & experience

Wayne started his pensions career in 1990 with Prudential in the specialist area of Small Self Administered Schemes working on direct pension scheme investment. He continued in this role with Alexander Clay & Partners, working with larger occupational pension schemes. He also undertook secretary to the trustees, pensions manager and consultant roles on international clients.

In 2001, Wayne moved back to concentrate on acting solely as a professional pension trustee. Before joining us in 2005, he was a director of another trustee business where he was appointed by The Pensions Regulator to the failed MG Rover pension arrangements.

Wayne leads our research into de-risking and delegated investment management propositions. He has worked on many high profile trustee appointments, been involved in several industry initiatives and is a regular speaker at industry events. He is a winner of Engaged Investor’s Independent Trustee of the Year award.

Outside of work, Wayne loves motorised vehicles - be they cars, bikes or boats!

Areas of specialism

  • funding discussions & negotiation of contingent assets
  • trustee effectiveness
  • investment strategy
  • multi-scheme investment committees

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