Client feedback


Fiona brings perspective from other schemes and therefore a wider knowledge.
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.
Stuart Barker,
Internal Pensions Consultant, RSPCA
Thanks for all your help!
The team provide an excellent service with practical and commercial input that we have not found with anyone else.
Mark Culwick
The Trustee training was very interactive and the presenters were engaging - thank you.
Nick Marsh,
Comet Pension Scheme
We have a good partnership the team really understand what we need and our knowledge eg budgets - "we don't have a referee" - very helpful. Challenge advisers but with a practical objective. Thanks to PSGS, GMP equalisation has been just a process.
Stephen Allaker ,
Bristol Myers-Squibb

Saving tax for Bella's beneficiaries

Topic:

Funding & investment

Date published:

Thursday, 5 December 2019

Watch 'Saving tax for Bella beneficiaries' on Vimeo

 

 

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