“I enjoy working with PSIT and we have a very positive relationship. I was new to pensions and found them very helpful.”
“PSIT was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“PSIT offered the right support at very short notice, at reasonable cost, when we really needed it”
“They deliver above expectation when the scheme has a particular challenge.”
“Mike is a great secretary. He does a really good job for us.”
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 Sep 2018
The DWP’s White Paper set out the advantages consolidation can bring to defined benefit (DB) pension schemes by reducing costs per member,...
4 Sep 2018
This case study looks at the lessons we learned from a £600m buy in and our top tips when it comes to the quality of contingent spouse data.
1 Sep 2018
Pension trustee board effectiveness from PSIT