Client feedback


The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.
Anonymous
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 team provide an excellent service with practical and commercial input that we have not found with anyone else.
Mark Culwick
I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.
Rob Hartley,
RSPCA
Competent, friendly and very helpful.
Fiona brings perspective from other schemes and therefore a wider knowledge.

Achieving efficiencies across multiple pension schemes

Topic:

Legal & governance

Date published:

Wednesday, 27 June 2018

One of our clients had four separate defined benefit (DB) pension schemes with different pension trustee boards and only a few common advisers.

This case study shows how we maximised efficiencies by creating a common pension trustee board across the schemes, the challenges we had to overcome to make the new structure a success and the benefits gained by the client.

 

Download a copy

 

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