“Very professional and engaged service.”
“The work that has been done has been delivered beyond expectations.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“PSIT was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. HR Trustees has the experience and the resources to help trustees manage these burdens.”
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!).
12 Sep 2018
The DWP’s White Paper set out the advantages consolidation can bring to defined benefit (DB) pension schemes by reducing costs per member,...
4 Sep 2018
This case study looks at the lessons we learned from a £600m buy in and our top tips when it comes to the quality of contingent spouse data.
1 Sep 2018
Pension trustee board effectiveness from PSIT