“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“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. ”
“PSGS were overall more professional than others.”
“The work that has been done has been delivered beyond expectations.”
“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. ”
“We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.”
Wind up/buy out
Tuesday, 9 January 2018
This case study looks at how PSIT smoothed the rough ride of the Papa John’s (GB) Ltd Pension Scheme after joining the board as an independent trustee.
Papa John’s were concerned about the financial risks and the lack of improvement in the funding level. After reviewing investments, top slicing and enhancing transfers, the Scheme was able to reach a peaceful end and could wind up.