Client feedback

Excellent and comprehensive training course. I will definitely refer to what I've learned and received.
Kyp Kyprianou,
Bam Construction UK Ltd
Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.
Ian Woods,
KGPT trustees
PSGS were overall more professional than others.
Paul Staniland,
The team provide an excellent service with practical and commercial input that we have not found with anyone else.
Mark Culwick
​Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.
Katherine Cross,
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.
Claire Silvester,
Vector Aerospace
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.

Speak direct to our specialist in this area

Picture of Simon Lewis client director at PSGS

Simon Lewis

Client Director

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


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: 0845 313 0024

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