“Mike is a great secretary. He does a really good job for us.”
“PSIT were overall more professional than others.”
“I enjoy working with PSIT and we have a very positive relationship. I was new to pensions and found them very helpful.”
“Excellent service - as expected and why PSIT was chosen.”
“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.”
“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.”
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.
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