Client feedback


They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
PSIT was chosen because of their knowledge of the subject and awareness of our particular schemes.
George Batho ,
Trustee, Lansing Linde
So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.
Paul Rudd ,
Chairman of Trustees, Express Newspaper
​They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.
Paul Rudd,
Express Newspapers
Excellent service - as expected and why PSIT was chosen.
Stuart Barker ,
Independent Occupational Pensions Consultant, RSPCA
​We are extremely pleased with the appointment we made. The way Ian and Kerry react to us and work with us is brilliant. We are very happy.
Katherine Breading,
Tyser
Image of James Duggan, Assistant Scheme Manager

James Duggan

Assistant Scheme Manager

Contact James

Wokingham

Tel 0118 313 0744

Role

James is an Assistant Scheme Manager at PS Independent Trustees (PSIT). He provides high level and strategic support to PSIT’s Scheme Managers and Client Directors

Career history

James graduated from the University of Southampton in 2010 with a degree in mathematics with actuarial science. After a successful actuarial internship at Punter Southall in 2009, he joined their actuarial consultancy team as a student in 2010. During this time, he successfully sat several actuarial exams and completed the Pensions Regulator’s Trustee Toolkit.

In 2011, James went on a short secondment to the Pension Protection Fund (PPF) where he was involved in completing the yearly actuarial valuation for the organisation.

James has a gained a wealth of pensions experience, particularly in actuarial matters - such as the scheme funding process, actuarial factor reviews and setting transfer value bases - and member communications. In addition, he has been involved in providing pension scheme investment advice, assisting with scheme mergers and delivering trustee secretary services to clients.

James also has extensive experience of Financial Assistance Scheme (FAS) cases, being a major part of the Punter Southall team that carried out Regulation 22 valuations in respect of pension schemes that have wound up and qualified for this assistance.

Areas of specialism & recent projects

  • ongoing pension schemes
  • actuarial issues, including scheme funding valuations
  • PPF and FAS work
  • pension scheme consultancy
  • member communications
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