Client feedback

Thanks for all your help!
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
When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.
As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
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
Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. PSGS has the experience and the resources to help trustees manage these burdens.
Mark Atkinson,
Partner at CMS Cameron McKenna
image for DC master trusts | Selection | Transition

Master trust selection & transition

Be confident you’re choosing the right DC master trust.

The defined contribution (DC) master trust market has grown rapidly and providers keep changing. With more consolidation amongst master trust providers likely, you need to be sure the one you select will both meet your needs and survive in the long term.

To move to the DC mastertrust that’s right for your pension scheme and members you need to:

  • understand the different types of master trust available - super trust funds, master trusts from big name insurers and those managed by pension advisers offering ‘best of breed’ constituent services have different characteristics
  • compare the key features of each master trust – including investment options, administration capabilities, member communications, retirement options, pricing and employer support
  • understand master trust governance - including trustee board composition, employer engagement, the business plan and provider sustainability
  • closely manage the transition to your selected provider to avoid complications and delays
Why use PSGS?

Experience, knowledge and value for money.

We offer a unique, practical service that general pension consultants or selection ‘specialists’ cannot provide.

  • Our process is built on what’s important to both employers and pension trustees - experience shows moving to a master trust is a team project, with the employer making the decision to move and the trustees vital to a smooth transition.
  • We know what good master trust governance looks like through our inside knowledge as master trust trustees – being able to spot poor governance helps you avoid making a costly mistake.
  • We ensure your project is streamlined, smooth and efficient – we have a proven review, selection and implementation process used for over 100 clients.
  • You benefit from our practical understanding of good administration and effective member communications, valuable, hands-on insight into ‘value for member’ and vast experience of DC investment options from a fiduciary perspective.

Looking to choose or review a DC master trust provider? Whether you want to find out how we can help or are just looking for a few pointers, drop us a line or give us a call on 0845 313 0024.

Speak direct to our specialist in this area

Picture of Clare Owen independent trustee at PSIT

Clare Owen

Director of Outsourced Pension Services

Or call us on:

0845 313 0024

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