“The work that has been done has been delivered beyond expectations.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“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.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“PSIT were overall more professional than others.”
“Excellent service - as expected and why PSIT was chosen.”
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 Mar 2018
I know you are probably sat there shouting at your computer/mobile/tablet screen - GDPR? Again? Enough already! For a while, I felt just as you do...
7 Mar 2018
Printing, collating and posting paper is a thing of the past. Curtis Mitchell’s article for the March edition of PMI ‘Pensions Aspects’ emphasises...
15 Feb 2018
OK, so we all know pension trustees have a responsibility to provide benefits to their pension scheme’s beneficiaries to be in line with the...