“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.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“It’s a pleasure working with key members of the HR Trustees team: their experience and leadership means that they know how to get the job done, working in partnership with fellow trustees, employers and advisers to achieve the best result for members.”
“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.”
“PSIT offered the right support at very short notice, at reasonable cost, when we really needed it”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
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!
17 May 2018
Sadly, I have recently been involved with two separate cases where pension scheme members have been given a prognosis of less than 12 months to...
3 May 2018
…you’re paying the right benefits to the right people? It may be a straightforward question, but it is a very important one. It is...
25 Apr 2018
Consultation on the Association of Professional Pension Trustees (APPT) draft standards for professional trustees closed a short while ago. We...