“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. ”
“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. ”
“Clare Owen has been a really excellent scheme secretary”
“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. PSGS is geared to delivering that.”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSGS as the best. We are very happy with Mark and the service we get.”
Striking the right balance between achieving good pension scheme governance and containing pension costs by ensuring pension advisers are delivering value for money is just one of the many demands faced by pension trustees today.
A benchmarking review is 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 pension benchmarking reviews provide clear, objective information to enable your pension trustees to decide whether they are receiving a value service. To maximise the benefit you receive, we share our:
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 find a new pension scheme adviser.
To learn more about how our pensions adviser benchmark service could benefit your pension scheme, contact us to talk it through.
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
Read how we achieved efficiencies across multiple pension schemes