Client feedback


In any major corporate transaction, time is of the essence. PSGS's pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties.
David Wilman,
CFO at Survitec Group
The work that has been done has been delivered beyond expectations.
Head of Trustee Services
​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.
Katherine Cross,
Tyser
​I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.
Bruce Allison,
RTUK
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
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.
Stuart Barker,
Internal Pensions Consultant, RSPCA
image for Pension scheme adviser review | Benchmarking | Selection | Adviser reviews

Reviewing pension scheme advisers

Are you confident the advisers and suppliers to your pension scheme are delivering effective high quality services that represent good value for money?


Guidance from The Pensions Regulator makes it clear that pension trustees should regularly review their advisers and service providers and that you must:

  • have an excellent working relationship with your pension advisers
  • monitor their performance regularly
  • understand what they are doing so you can assess performance and value for money
PSGS pension scheme adviser reviews

Our adviser review service is 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

By combining this practical experience with our extensive knowledge of all major actuarial and investment consultancies, administration providers and pension lawyers, we developed an effective review process that comes without the time-consuming hassle typically associated with tenders.

Our pensions adviser reviews help with both benchmarking and selection, and are:

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

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

To find out more about how our adviser review service could benefit you, take a look at our service flyer or contact us to talk it through.

Speak direct to our specialist in this area

Picture of Kathy Trusler pension scheme secretary at PSIT

Kathy Trusler

Scheme Manager

Or call us on:

0845 313 0024

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

Blog

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

Read how we achieved efficiencies across multiple pension schemes


Call: 0845 313 0024

online enquiry