“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”
“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. ”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“It’s a pleasure working with key members of the PSGS team: their experience and leadership means that they know how to get the job done, working in partnership with fellow trustees, employers and advisers to achieve the best result for members.”
“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
Friday, 13 October 2017
When a new client tells you internal controls is a critical issue, it was a surprise to find they didn’t have any form of business plan in place. This case study shows how our formal step-by-step process helped a defined benefit (DB) pension scheme establish a business plan which made it easy to manage.
It also proves that a clear business plan can relieve a lot of pressure on pension trustees, helping them to look ahead rather than struggle with compliance and budgeting.