“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. HR Trustees is geared to delivering that.”
“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.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“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.”
“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.”
“I enjoy working with PSIT and we have a very positive relationship. I was new to pensions and found them very helpful.”
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.
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...