Wayne Phelan

Client feedback

“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”

George Batho ,

Trustee, Lansing Linde

“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

“Thanks for all your help!”

“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”

Bruce Allison,

RTUK

“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”

Katherine Cross,

Tyser

Managing Director

Contact Wayne

Reading

Tel 0118 207 2911

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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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