Client feedback


Excellent service - as expected and why PSGS was chosen.
Stuart Barker ,
Independent Occupational Pensions Consultant, RSPCA
Highly informative. Having leading professionals deliver the TKU course really adds value.
Jonathan Williams ,
Bangor University
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
The work that has been done has been delivered beyond expectations.
Head of Trustee Services
When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.
PSGS were overall more professional than others.
Paul Staniland,
Kier
Image of Wayne Phelan, Managing Director

Wayne Phelan

Managing Director

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.

In 2001, Wayne moved back to concentrate on acting solely as a professional pension trustee. Before joining PSIT, 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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