“They deliver above expectation when the scheme has a particular challenge.”
“PSIT was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“Excellent service - as expected and why PSIT was chosen.”
“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.”
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
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.
7 Dec 2017
We are pleased to announce that Punter Southall Group has agreed to purchase the Reading based HR Trustees from Xafinity plc. HR Trustees will...
27 Nov 2017
The Pensions Regulator announced in November 2016 that they would be adding some questions to the Scheme Return about pension scheme data. They...
22 Nov 2017
The Chancellor of the Exchequer gave his first Autumn Budget speech and, despite a significant amount of speculation in the media that there might...