“Very professional and engaged service.”
“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. ”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“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.”
“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. ”
“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSIT as the best. We are very happy with Mark and the service we get.”
Fiona is a Scheme Manager at HR Trustees Limited. She acts as chair of trustees for several clients and as sole trustee for other clients for ongoing final salary and hybrid schemes.
Fiona started her career as Assistant Company Secretary for Bridport-Gundry Limited (now Bridport plc), also acting as in-house Assistant Pensions Manager.
Fiona decided to focus solely on pensions, moving to work as Assistant Pensions Manager with SAUR Water and then Premier Hotels Limited where she undertook to bring in the administration of the GPP scheme.
Fiona moved into trusteeship when she joined HR Trustees, qualifiying as an APMI in 2005. Her wide experience means she understands the many complex challenges faced by schemes, sponsoring employers and co-trustees and is able to suggest pragmatic and effective solutions. She specilaises in small to medium size pension funds.
Fiona has undertaken and successfully completed a Critical Thinking course run by Oxford University and has been a parent representative at her daughter’s school.
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