Client feedback

“Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.”

Angela Clayton,

Accent Group

“Highly informative. Having leading professionals deliver the TKU course really adds value.”

Jonathan Williams ,

Bangor University

“We don't have any worries - PSGS are always there for us and plan ahead with advisers and agendas. ”

Stephen Allaker,

Bristol Myers-Squibb

“They deliver above expectation when the scheme has a particular challenge.”

Ian Edwards,

Comet

“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it.”

Ian Edwards,

Chair of Trustee, Comet Pension Scheme

“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

Pension scheme budget management & monitoring

Topic:

Legal & governance

Date published:

Wednesday, 18 January 2017

From a good governance perspective, it is important pension scheme trustees spend time discussing their annual business plan and preparing a budget that reflects these plans. Regular updates on expenditure against the budget can then be provided at trustee meetings.

This case study shows how we recently helped one PSIT client implement an improved budget process.

Read the budget management case study

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