“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
“Very professional and engaged service.”
“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.”
“Excellent service - as expected and why PSIT was chosen.”
“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.”
Stuart is Chairman of PS Independent Trustees (PSIT). He acts as independent chairman to a large hybrid scheme and is pro bono chair of three other defined benefit schemes.
Stuart trained at Duncan C Fraser & Co before its acquisition by Mercer. In 1988, he established Punter Southall with Jonathan Punter; this remains the most successful start-up in the actuarial consultancy market for over 30 years. He remains much involved with client work and, in addition to his professional trustee appointments, is scheme actuary to schemes varying in size from £15 million to £4.6 billion.
During his career Stuart has attended well in excess of 1,000 trustees’ meetings in a variety of capacities (including chair). He is fully conversant with the legislative, regulatory and good governance requirements of UK pensions and has the ability to appreciate and balance the duties and concerns of all parties to such schemes. Having grown a business from only 9 people to over 1,200 staff, Stuart has demonstrable entrepreneurial attributes and an ability to interact with and motivate a wide range of people. These skills are invaluable to running a financially efficient and operationally effective pension scheme.
Stuart was an early editor of ‘The Actuary’ magazine, has sat on the Ethics Committee of ACA, and has served as its Chairman. He is a regular speaker at client events and outside conferences and is an accredited mediator. His also sits on the Group’s Risk Management and Professional Affairs Committees.
Stuart is also a non-executive director of Neptune Investment Management Limited, a governor of two independent schools and a pro bono trustee of an educational trust.
12 Mar 2018
I know you are probably sat there shouting at your computer/mobile/tablet screen - GDPR? Again? Enough already! For a while, I felt just as you do...
7 Mar 2018
Printing, collating and posting paper is a thing of the past. Curtis Mitchell’s article for the March edition of PMI ‘Pensions Aspects’ emphasises...
15 Feb 2018
OK, so we all know pension trustees have a responsibility to provide benefits to their pension scheme’s beneficiaries to be in line with the...