Client feedback


Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand.
Phillipa McFadyen,
RSPCA
As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
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
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
In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find PSGS has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.
Katherine Dandy,
Partner at Sackers & Partners
Highly informative. Having leading professionals deliver the TKU course really adds value.
Jonathan Williams ,
Bangor University
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 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

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

Small scheme investment


Call: 0845 313 0024

online enquiry