Client feedback

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

Jonathan Williams ,

Bangor University

“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”

Phillipa McFadyen,

RSPCA

“Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.”

Mark Berry ,

RM

“Thanks for all your help!”

“Kevin takes control of the meetings whilst fully involving the other two trustees. His experience shines through and he is also a very good listener, making all parties feel involved.”

Sharron King ,

KBC Bank

“The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.”

PSIT expands with HR Trustees merger

Topic:

Hot topic

Date published:

Thursday, 7 December 2017

We are pleased to announce that Punter Southall Group has agreed to purchase the Reading based HR Trustees from Xafinity plc. HR Trustees will form part of PS Independent Trustees (PSIT), Punter Southall Group’s trustee company, and will be completely independent of the new Xafinity Punter Southall business.

The purchase enables us to expand the depth and breadth of PSIT’s professional trustee, scheme secretarial and pensions governance offerings. The HR Trustees team members are expected to transfer in early January 2018, bringing the total PSIT team to nearly 40 people.

The acquisition means PSIT will become the UK’s second largest professional trustee company by turnover and will be truly independent of any pension scheme advisers. The combined business will look after well over 200 clients with total assets of over £30bn and covering over 300,000 scheme members.

We look forward to welcoming our new colleagues from HR Trustees. Combining the two businesses is truly exciting and will enable us to make further investment in both our delivery and range of client services.

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