Client feedback


Back in the day there was a large trustee board, with several independents (from the financial world) and the ex-Chairman of the company was offered the role as Chair of Trustees as a sweetener when he stepped down. Unionised company then divided - broad range of active members. They needed some expertise, consistency and leadership during this time. Wanted a serious/professional to lead and guide the trustees.
Dave Benstead ,
Diodes Zetex
Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.
Ian Woods,
KGPT trustees
Stuart is a very experienced and good leader and certainly has met expectations.
Christopher MacFarlane ,
Bristow Group
I find Colin proactive rather than reactive. He is also supportive.
They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.
Sally-Anne Borrill,
T-Systems
Thanks for all your help!

Delivering interim secretarial support

Topic:

Hot topic

Date published:

Tuesday, 10 July 2018

Our trustee executive services team are increasingly being asked to provide interim support to pension trustee boards and on pension projects.

Quick integration with the existing team is key to the successful delivery of interim help. This case study looks at how we supported two trustee sub committees and helped deliver GDPR and MNT election projects.

 

Download case study

 

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