“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“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.”
“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.”
“In any major corporate transaction, time is of the essence. HR Trustees’ pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSIT scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSIT shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
Simon is a Client Director at PS Independent Trustees (PSIT). He acts as professional pension trustee for clients, with a mix of ongoing and Pension Protection Fund related work.
Simon started in the investment team of Hadrian Trustees Ltd, the corporate trustee to the Shipbuilding Industries Ltd Pension Scheme. He then worked for CE Heath Ltd before joining HR Trustees Ltd to concentrate on acting as a professional trustee.
At HR Trustees, Simon acted as trustee, secretary to the trustees and consultant for a wide variety of defined benefit (DB) and defined contribution (DC) schemes. This led him to senior roles with Open Trustees Ltd and Pitmans Trustees Ltd, where he was instrumental in helping PTL attain AAF/01 accreditation.
Simon is a DC specialist and is a trustee and chair for several DC master trusts and two small DC schemes. He also sits on two Governance Advisory Arrangements (GAAs) for contract based DC schemes.
Simon definitely likes to keep running. He is Chairman of Reading Joggers and has completed 2 marathons and hundreds of half-marathons, 10ks, 5ks, 10 mile races and Parkruns. He has also run on the iconic track at the Olympic Stadium (before it was dug up!).
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....