“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“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. ”
“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
“PSGS were overall more professional than others.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
Sophie is on our graduate training scheme. She supports our professional scheme secretaries.
Sophie joined our graduate scheme directly from completing her law and business degree at the University of Brighton.
PSGS has put in place a training plan to provide Sophie with support and exposure to a wide range of areas to give her a good grounding in pensions and to begin building her knowledge.
Sophie has started with three main clients, including one Pension Protection Fund (PPF) case, to get a rounded view of the work we do, concentrate on learning the ropes and understand how pension schemes operate.
She helps the rest of the team by dealing with member related queries, updating scheme governance documents and action logs, collating meeting packs, providing secretarial support and producing trustee meeting minutes.
Sophie has achieved two bronze awards in the National Maths challenge and a silver award for supporting the Bar Pro Bono Unit, raising £6,000 for charity.
20 Mar 2019
One of the most difficult situations a pension trustee can face is where the scheme sponsor is distressed, meaning the risk of insolvency is high....
15 Mar 2019
This case study look at how we helped a scheme with a sponsor in financial distress achieve a PPF+ buy out.
13 Mar 2019
Fiduciary management is certainly popular and, with the CMA review, particularly topical. The thing is, pension trustees really need to be sure...