“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.”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“They deliver above expectation when the scheme has a particular challenge.”
“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.”
“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.”
“PSIT offered the right support at very short notice, at reasonable cost, when we really needed it”
Mark is a Client Director at PS Independent Trustees (PSIT). He is responsible for ongoing schemes and a small number in a PPF assessment period. He leads on schemes where PSIT acts as a sole trustee and in arrangements as part of a wider trustee board.
Mark has been involved in independent pension trusteeship for many years, starting with Barclays Corporate Trustees in the early nineties. He previously worked with them in pension administration and in their Life & Pensions IFA business.
Mark moved to Royal Exchange Trust Company (a trustee subsidiary of GRE and Axa), eventually moving to Capita Fiduciary in 2000. In each of these roles, he either led or supported the trustee relationship for schemes of differing sizes, sponsor types and situations. He has first hand experience of changes in regulation over that time, together with the corresponding increase in pension trustee responsibility and liabilities.
Having had involvement with over 100 different schemes to date, Mark is well placed to understand the different needs and dynamics of pension schemes and the employers that support them, including the importance of getting a sound scheme governance structure in place.
Mark has extensive knowledge of the advisory market and is skilled at selecting the best set of advisers to ensure successful outcomes for a particular scheme.
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....