“Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer. ”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.”
“The work that has been done has been delivered beyond expectations.”
We seem new, but we’re not.
Our new name followed the merger in January 2018 of two long-standing firms, PS Independent Trustees and HR Trustees, collectively having been in business for over 40 years. As a firm, we’ve purposefully kept ourselves at the head of trusteeship and governance. New ideas, new solutions and new technology - that’s us.
We seem small, but we’re not.
We’re a team of 37 and are now probably the largest professional trustee firm in the UK. We’ve just been successful at keeping the personal feel we had at the very start.
Professionalism and personality have got us a long way. We currently work with over 210 clients covering over 420,000 members and £40bn in assets. From the very small (£0.5m) to the very large (£15bn), clients stay with us. They trust us to get on with the job and deliver great service, knowing we’ll be friendly too.
People are at the heart of our business – be that our team, others we work with or the members we represent. From new graduates starting their career with us to trustees with over 50 years’ experience, we’re a dynamic team that enjoys learning from and supporting each other and our clients.
We act for many pension schemes, including defined benefit (DB) and defined contribution (DC) pension schemes that are open or closed to new members, closed to future benefit accrual, winding up or merging. We work with both trust based pension schemes and contract based workplace pensions.
We believe expert financial and investment management are fundamental to the successful running of any workplace pension scheme, so we ensure we provide our clients with access to a strong team with extensive experience and a very wide range of skills.
Our widely experienced team includes - including qualified actuaries, accredited mediators, investment advisers, administrators and pension consultants.
We offer clients innovative thinking, transparency and accessibility, delivered with a personal approach and a clear commitment to professional standards.
We have offices throughout the UK.
0845 313 0024