“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
“Very professional and engaged service.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“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.”
“PSIT were overall more professional than others.”
“It’s a pleasure working with key members of the HR Trustees team: their experience and leadership means that they know how to get the job done, working in partnership with fellow trustees, employers and advisers to achieve the best result for members.”
Curtis is an Assistant Scheme Manager within PS Independent Trustees (PSIT). He supports our Scheme Managers and Client Directors on a variety of scheme secretarial and independent trustee appointments. He also acts as scheme secretary on a number of small appointments.
Curtis began his pensions career dealing with the Financial Assistance Scheme, transferring a number of complex schemes over to FAS.
Since joining PSIT, he has provided day-to-day support to our independent trustees and professional scheme secretaries for a wide range of clients. He is also involved in the creation of electronic board meeting packs and implementation of electronic communications and systems.
Curtis is an Associate Member of the Pensions Management Institute (PMI). He is a prize winner in three PMI papers - ‘Retail Investment and Personal Taxation’, ‘Professional and Governance’ and ‘Running a Workplace Pension Scheme’.
Curtis regularly takes part in charity fundraising events, like a recent cycle journey from London to Reading. He is also a keen motorsport participant and regularly finishes on the podium.
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.
1 Sep 2018
Pension trustee board effectiveness from PSIT