“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. ”
“They deliver above expectation when the scheme has a particular challenge.”
“We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.”
“Clare Owen has been a really excellent scheme secretary”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
Legal & governance
Monday, 14 October 2019
This case study looks at how our independent fiduciary manager selection process helped the pension trustees gain valuable knowledge and increased confidence in the journey plan for both the trustee board and employer.
6 Nov 2019
This regulated apportionment arrangement (RAA) case study looks at one of the most complex distressed employer pension cases we’ve seen. It...
14 Oct 2019
This case study looks at how our independent fiduciary manager selection process helped the pension trustees gain valuable knowledge and increased...
4 Oct 2019
Choosing the right master trust is perfectly achievable if you have clear objectives and requirements. Read Clare Owen's REBA article to help...