“They deliver above expectation when the scheme has a particular challenge.”
“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.”
“PSIT were overall more professional than others.”
“PSIT was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“Excellent service - as expected and why PSIT was chosen.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
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!).
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...