“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“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. ”
“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.”
“The work that has been done has been delivered beyond expectations.”
“They deliver above expectation when the scheme has a particular challenge.”
Chris is a Client Director at HR Trustees Limited. He is chair of three trustee boards and sits on two others. He also spends part of his time seconded to BAE Systems in their pensions department.
Chris has been involved in the pensions industry for many years, starting at Prudential as an actuarial trainee in their pensions division.
In the mid eighties he moved to what later became Aon Hewitt, where he fulfilled a wide range of senior roles. These included client management, divisional director and scheme actuary appointments.
Throughout his pensions career as actuary and chair of trustees, Chris is most proud of resolving a very contentious issue between a sponsoring company and trustee board in connection with the interpretation of the scheme’s rules. It was a long running and difficult matter involving conflicts of interest, inadequate records, significant amounts of money and conflicting legal opinions.
16 Oct 2018
The shops being filled with ghoulish Halloween goodies have made me think about what’s often seen as scary in my day job - outsourcing! I...
12 Sep 2018
The DWP’s White Paper set out the advantages consolidation can bring to defined benefit (DB) pension schemes by reducing costs per member,...
4 Sep 2018
This case study looks at the lessons we learned from a £600m buy in and our top tips when it comes to the quality of contingent spouse data.