“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.”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“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.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“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.”
“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.”
James is Head of Trusteeship at PS Independent Trustees (PSIT). He acts as a professional pension trustee for PSIT clients and is responsible for both our trustee services and ensuring our team remains up to date with technical matters.
James started his pensions career with Bacon & Woodrow in the specialist personal pension mis-selling loss calculation department. With Hewitt Associates he held both team leader and client relationship management roles. His responsibilities included pension scheme secretarial, outsourced pension management and administration client management for a range of defined benefit (DB) and defined contribution (DC) schemes. His largest client had over 5,000 members.
In 2007, James moved into trusteeship when he joined Aspen plc (now Capita Fiduciary). Through experience and technical expertise, he understands the risks faced by schemes of different sizes and complexities, and how to manage them effectively.
James regularly presents trustee training on a range of topics including scheme investments, actuarial valuations, trustee responsibilities and pension scheme governance.
James is a keen runner and raised over £3,500 for the Royal Marsden by completing the London Marathon. He is also pleased to have got a single figure golf handicap back after a number of years not playing.
17 May 2018
Sadly, I have recently been involved with two separate cases where pension scheme members have been given a prognosis of less than 12 months to...
3 May 2018
…you’re paying the right benefits to the right people? It may be a straightforward question, but it is a very important one. It is...
25 Apr 2018
Consultation on the Association of Professional Pension Trustees (APPT) draft standards for professional trustees closed a short while ago. We...