“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“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. ”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSGS as the best. We are very happy with Mark and the service we get.”
“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
Thursday, 5 April 2018
This case study looks at the way we help this client's pension trustees by leading pension scheme operations, looking after all day-to-day activities, effectively managing trustee priorities and ensuring the plans run smoothly.
It also looks at how our team ensures the pension trustees benefit from transparency and cost efficiency.