“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.”
“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.”
“Excellent service - as expected and why PSGS was chosen.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“Clare Owen has been a really excellent scheme secretary”
“As a pensions novice, I felt that the trustee training course gave me a good grounding.”
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:
Experience, knowledge and value for money.
We offer a unique, practical service that general pension consultants or selection ‘specialists’ cannot provide.
This case study looks at how we defined a four stage master trust selection and transition process and our top tips to help combat the common issues and challenges that, as professional trustee, we have been faced with during master trust exercises.
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 0118 207 2900.
Trustee board effectiveness questionnaire
Trustees still conflicted between fiduciary duties and ESG goals
Master trust selection and transition
Social policies in pension schemes
Risk & Scheme Funding Forum
The TPR Single Code
Value for members assessments - what trustees need to do