“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“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.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“Mike is a great secretary. He does a really good job for us.”
“PSIT were overall more professional than others.”
“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.”
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.
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....