“Where HR Trustees are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“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.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“PSIT was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“They deliver above expectation when the scheme has a particular challenge.”
“PSIT were overall more professional than others.”
Lisa is responsible for managing all day-to-day office activities to help the wider team.
Lisa’s previous roles have been customer service based. She worked at SAS (Scandinavian Airlines) for five years, where she started at the boarding gates as a ground staff member and progressed to a supervisory role controlling an efficient one hour turnaround of aircraft. Along the way she met some famous faces and travelled to the USA, Cuba, Mexico, Thailand and Malaysia.
Lisa has been personal assistant to our Managing Director, Wayne Phelan, for the majority of her time at PSIT. She arranges meetings, looks after the team, organises finance and billing and makes tea for the boss. She enjoys the variety within her job and never knows what is going to happen from one day to the next.
Lisa is not afraid to get her hands dirty - she becomes a plumber when the tap is leaking and offers printing services when the ink toner is running low.
Lisa is always smiling. If you can’t see her, you can definitely hear her infectious laugh throughout the office. She can even claim to have had a good old chinwag with Lionel Richie!
17 Aug 2018
This case study looks at how we were appointed as sole trustee for a pension scheme where relationships between the trustees and employer had...
9 Aug 2018
The work of a pension trustee never really stops. Even during the summer when the rest of the world seems to pause, at least for a few weeks, we...
3 Aug 2018
A fair proportion of our recent prospective pension trusteeship clients have been talking about fiduciary management. Many seem keen to consider...