“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“Very professional and engaged service.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“Where HR Trustees are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
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.
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....