Find out first hand, what it’s like being an administrator for professional trustees at PTL from Kim Hartwell.
What is your job role?
I’m an Administrator.
What do you do?
Assist Managers, Client Directors and Directors with running Pension Schemes, wind up pension schemes with Manager guidance.
What does that really mean?
I update scheme calendars, write to members with quotes/projections from insurance companies, arrange for the funds in the scheme to be disposed of to the members in order for the scheme to be wound up, speaking to members and insurance companies on the telephone; dealing with tPR/HMRC.
What are the most interesting aspects of your role?
Dealing with the members directly and assisting them.
When did you realise that being a professional trustee was an actual job?
When I started working for PTL until then I had no idea, I thought the insurance companies dealt with the schemes.
What skills/qualifications do you need to be an administrator at PTL?
Good telephone manner and communication skills, IT skills, self motivation, organisational skills.
What sets PTL apart from other firms of Independent Trustees?
Our personal approach.