“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.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it”
“In any major corporate transaction, time is of the essence. PSGS' pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
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.