“Mike is a great secretary. He does a really good job for us.”
“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.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“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.”
“In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find HR Trustees has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
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!
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....