“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.”
“Excellent service - as expected and why PSIT was chosen.”
“In any major corporate transaction, time is of the essence. HR Trustees’ pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
“Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. HR Trustees has the experience and the resources to help trustees manage these burdens.”
“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.”
“PSIT were overall more professional than others.”
James 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.
After a successful actuarial internship at Punter Southall Limited, James joined their actuarial consultancy team. He passed several actuarial exams and completed the Pensions Regulator’s Trustee Toolkit.
James has particular experience in scheme funding, actuarial factor reviews and setting transfer value bases. He is involved in member communications, providing pension scheme investment advice and delivering trustee secretary services to clients.
In 2011, James was seconded to the Pension Protection Fund (PPF) where he was involved in completing the yearly actuarial valuation for the organisation. He is also experienced in Financial Assistance Scheme (FAS) cases.
James likes to keep active - he was voted Players’ Player of the Season for his football team and has achieved the Sports Diver Scuba Diving qualification. If that isn’t enough, he has climbed Mount Snowdon and is on track to visit all seven continents (two to go!).
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....