Joe Porter

Senior Trustee Associate at Independent Governance Group
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Contact Information
us****@****om
(386) 825-5501
Location
United Kingdom, UK

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Credentials

  • Certificate in Pension Trusteeship
    Pensions Management Institute (PMI)
    Dec, 2020
    - Nov, 2024
  • Advanced Diploma in Retirement Provision
    Pensions Management Institute (PMI)
    Jul, 2015
    - Nov, 2024
  • Diploma in Pension Calculations
    Pensions Management Institute (PMI)
    Sep, 2012
    - Nov, 2024
  • Award in Pension Trusteeship
    Pensions Management Institute (PMI)
    Nov, 2011
    - Nov, 2024
  • Retirement Provision Certificate
    Pensions Management Institute (PMI)
    Nov, 2011
    - Nov, 2024

Experience

  • Independent Governance Group (IGG)
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Trustee Associate
      • Feb 2023 - Present

  • Now part of Independent Governance Group
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Trustee Associate
      • Nov 2020 - Present

      Acting as scheme secretary to sole trusteeships and trustee boards for DB and DC arrangements. Providing trustee support for ongoing complex schemes. Providing project management services such as dealing with schemes in wind-up, securing DB benefits with an insurance provider, and discharging DC benefits via a Master Trust

    • Trustee Associate
      • Jan 2019 - Oct 2020

      Acting as scheme secretary to sole trusteeship and trustee boards. Providing trustee support for ongoing schemes

  • Independent Trustee Services, part of Independent Governance Group
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Trust Associate
      • Jan 2013 - Dec 2018

      Trustee support to ongoing schemes. Managing schemes in wind-up and through the Pension Protection Fund assessment period (and FAS)

    • Trust Administrator
      • Nov 2009 - Dec 2012

      Supporting schemes in wind-up and/or qualifying for financial support from the Financial Assistance Scheme

  • HEWITT ASSOCIATES OUTSOURCING LIMITED
    • Pensions Administrator
      • Jul 2007 - Nov 2009

      Administering a large FTSE 250 scheme including undertaking retirement calculations and other member activity/transactions Administering a large FTSE 250 scheme including undertaking retirement calculations and other member activity/transactions

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