“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“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.”
“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.”
“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.”
“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.”
Julie is a Scheme Manager within PSIT Secretarial Services. She acts as secretary to the trustees for several clients and co-ordinates all day-to-day activities for a large variety of appointments.
Julie began her career in pension scheme administration working for British Shipbuilders in-house pensions department. She moved to Aon, where she had a senior role encompassing full financial and operational responsibility for an administration team.
Julie joined Punter Southall Group and subsequently moved to the PSIT team. Her pension scheme administration skills are highly regarded and she used these to develop PSIT’s Internal Controls Review services.
In addition to her scheme secretary role, Julie also supports a number of our professional trustees. She ensures governance and compliance requirements are met, and was involved in the implementation of our internet based scheme document management and trustee management tools.
Julie’s personal achievements often seem to involve survival - be that going on high, scary rides in Florida despite her fear of heights, or making it through the surprise birthday meal arranged by the PSIT team!
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...