Find out first hand, what it’s like being a professional trustee at PTL from Matt Pridding, Manager.
What do you do?
I work with various Client Directors assisting them on a range of DC and DB scheme appointments as well as various other types of appointment PTL have.
Great… but what does that really mean?
It can mean almost anything but mainly involves project managing all the trustee aspects of running a pension scheme. I act as scheme secretary for a few clients which involves minute taking, arranging meetings, liaising with the scheme advisers and service providers, dealing with scheme governance and anything else the board of trustees might need. I’m there to make sure things run as smoothly and professionally as possible.
What are the most interesting aspects of your role?
I pretty much come across something new everyday, whether that is work or clients, which is great at keeping day to day work interesting.
What skills/qualifications do you need to be a manager at PTL?
Studying towards PMI exams is extremely useful but really having a good practical background in pensions is key. I think the key traits for working at PTL are being a good people person, a quick learner, affable under pressure, being a self starter and being very organised.
What sets PTL apart from other firms of Professional Trustees?
We have a really great team at PTL and a huge breadth of knowledge and experience from across the industry that we can tap into. I believe we punch well above our weight for a firm our size.