“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”
“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.”
“PSGS were overall more professional than others.”
“The team provide an excellent service with practical and commercial input that we have not found with anyone else.”
“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.”
“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. ”
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