“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSIT scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSIT shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“PSIT was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“Very professional and engaged service.”
“PSIT offered the right support at very short notice, at reasonable cost, when we really needed it”
“PSIT were overall more professional than others.”
Claire is the Divisional Director of HR Trustees Limited. She acts as chairman and trustee for a portfolio of ongoing schemes.
Claire started her career as a solicitor in private practice in the late 1980s. After initially specialising in company commercial work , she moved out of private practice and joined Hogg Robinson Financial Services to start her career in pensions. HR Trustees was established shortly after and Claire has been at the heart of it ever since.
Claire’s experience was initially in winding up schemes. She drew on her legal background to manage a number of litigation cases brought against previous advisers and trustees and dealt with a wide range of legal issues.
Claire’s focus is now on ongoing trustee appointments for both defined contribution (DC) and defined benefit (DB) schemes, acting either as sole trustee, as part of a trustee board or as Chair.
Claire’s experience is very broad, from funding negotiations through scheme mergers and investment strategy reviews to scheme closures.
Despite not being a regular cyclist, Claire survived her first cycling holiday in the not so flat Switzerland. She also she took part in the ‘MoonWalk’ power walking challenge to raise money for Breast Cancer Research.
10 Jul 2018
Our trustee executive services team are increasingly being asked to provide interim support to pension trustee boards and on pension projects....
4 Jul 2018
Should we be advertising to pension members the ability to transfer benefits from a defined benefit (DB) to a defined contribution (DC) scheme and...
27 Jun 2018
One of our clients had four separate defined benefit (DB) pension schemes with different pension trustee boards and only a few common advisers....