Client feedback

Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees.
Duncan Buchanan,
Partner at Hogan Lovells
PSGS have provided sound and professional advice through a number of difficult pension decisions – would thoroughly recommend.
George Batho ,
HR Director, Linde Material Handling
The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.
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.
Dave Strain,
Royal Yachting Association
Excellent and comprehensive training course. I will definitely refer to what I've learned and received.
Kyp Kyprianou,
Bam Construction UK Ltd
Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.
Ian Edwards,
Chair of Trustees, Comet
image for Pension scheme adviser review | Benchmarking | Selection | Adviser reviews

Reviewing & benchmarking pension advisers

Are you confident your pension scheme advisers are delivering effective high quality services and good value for money?

Striking the right balance between achieving good pension governance and containing pension scheme costs by ensuring advisers are delivering value for money is just one of the many demands faced by pension trustees.

Our adviser benchmarking and review services are unique, as our ‘day job’ professional pension trustee and scheme secretary expertise means:

  • we know what really makes a difference
  • we know what high quality looks like in practice
  • we know what good value for money really means

Case study

Our client’s pension trustees had lost confidence in their administrator and felt their fees were high and opaque. Using our extensive knowledge of the market, we created a tailored, targeted tender process to find the best-fit replacement.

As a result, the trustees achieved cost savings of over 20% and have a new provider who:

  • will maximise the quality of services over the long-term
  • has the capability to deliver a top-class client/member facing service
  • has a completely transparent fixed fee structure

Read the full case study

PSGS adviser benchmarking service

A quick and cost effective way to compare the service pension trustees are receiving and fees they are paying against market practice, without the need to carry out a full pension adviser review.

Our independent benchmarking reviews provide clear, objective information to enable your pension trustees to decide whether they are receiving a value for money service. The results of this fixed fee benchmarking service will enable you to decide whether to maintain the status quo with your current pension adviser, make improvements to their service or proceed to a full market review.

To maximise the benefit, we share:

  • data from our unique, in-depth database of scheme actuaries, pension administrators, pension lawyers, investment consultants and other pension advisory firms - covering their staff, clients, systems, services and fees
  • practical, 'day job' understanding of how specific pension advisers work with pension trustees and pension scheme sponsors
  • what good likes – developed from our professional insight of working as independent trustees and trustee secretary for similar pension schemes
PSGS pension scheme adviser reviews

Our effective full adviser review service comes without the time-consuming hassle typically associated with tenders. From start to finish, we manage an adviser review which is:

  • designed to match your needs with the right advisers
  • free from conflicts of interest
  • completely flexible
  • performed for a fixed fee

Our streamlined process combines objective data from our unique adviser database, practical knowledge of working with a wide universe of pension scheme advisers and our subjective assessment from extensive experience of all major actuarial and investment consultancies, administration providers, pension lawyers and pension scheme auditors

To find out more about how our adviser benchmarking and review services could benefit you, take a look at our service flyer or get in touch to talk it through.

Need some expert help implementing D&I?

Picture of Simon Lewis client director at PSGS

Simon Lewis

Client Director

Or call us on:

0118 207 2900

Read more

Case study

Read how one PSGS client used our targeted review process to find the adviser who was the best fit for them


Summer - the silly season for adviser reviews

Adviser review service

More details about how we can help you review your scheme advisers

Benchmarking review service

Learn how we can help benchmark your scheme adviser services & costs

Case study

Small scheme investment

Call: 0118 207 2900

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