Client feedback


Professional and forthcoming with support.
Martin Crees ,
Rabobank
Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.
Ian Edwards,
Chair of Trustees, Comet
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
Very happy with service.
Christine Morris,
Twyford Bathrooms
Proactive in driving the agenda and leading the scheme on its logical journey.
Caroline Rand,
Historic Royal Palaces
Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.
Angela Clayton,
Accent Group

Developing a long term strategy with a scheme sponsor

Topic:

Funding & investment

Date published:

Friday, 17 August 2018

This case study looks at how we were appointed as sole trustee for a pension scheme where relationships between the trustees and employer had broken down.

Our pension trustee experience and investment adviser expertise enabled us to set an investment strategy to help reduce future funding volatility, get quick agreement then swiftly implement direct lending and infrastructure mandates.

 

Read the case study

 

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