“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. ”
“PSGS have provided sound and professional advice through a number of difficult pension decisions – would thoroughly recommend.”
“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.”
“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
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:
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:
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:
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:
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
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
More details about how we can help you review your scheme advisers
Learn how we can help benchmark your scheme adviser services & costs
Small scheme investment