“We now have a very collaborative approach between trustees and employer.”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“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. ”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
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 40 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 (£5bn), 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.