Client feedback


In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find HR Trustees has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.
Katherine Dandy,
Partner at Sackers & Partners
Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. HR Trustees has the experience and the resources to help trustees manage these burdens.
Mark Atkinson,
Partner at CMS Cameron McKenna
​I enjoy working with PSIT and we have a very positive relationship. I was new to pensions and found them very helpful.
Bruce Allison,
RTUK
The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.
Paul Coley,
The Altro Pension and Life Scheme
PSIT offered the right support at very short notice, at reasonable cost, when we really needed it
Ian Edwards,
Chair of Trustee, Comet Pension Scheme
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
Image of Alex Davies, Director

Alex Davies

Director

Contact Alex

Reading

Tel 0118 207 2920

Role

Alex deals mainly with ongoing schemes and his appointments include chair of trustees, member of a trustee board and as a sole trustee. He is a member of our management board.

Background & experience

Alex has extensive pensions industry experience, including more than 20 years as a professional trustee. He started at James Hay Pension Trustees looking after executive pension schemes (SSAS, FURBS etc), moving on to gain defined contribution (DC) experience with Winterthur Life.

Alex acts as a trustee for a range of ongoing schemes, predominantly defined benefit (DB) but also DC and hybrid arrangements. He has dealt with most circumstances and many industry sectors, including: regulatory bodies, hotel & leisure, universities & schools, defence contractors, media & technology, automotive & rail, health & social care, manufacturing, publishing, pharmaceuticals, textiles, housing associations and legal practitioners.

In his spare time, Alex suffers the slings and arrows of outrageous fortune on the golf course and still plays a bit of cricket on a Sunday, provided he can be sure of a good tea.

Areas of specialism

  • corporate transactions
  • investment strategy
  • scheme mergers
  • liability management
  • funding negotiations
  • benefit changes
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