“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“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. ”
“PSGS were overall more professional than others.”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
Funding & investment
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.