Client feedback


The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters.
Jonathan Williams ,
Bangor University
The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.
Jean-Paul Gobel,
Heerema
The Trustee training was very interactive and the presenters were engaging - thank you.
Nick Marsh,
Comet Pension Scheme
​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.
Katherine Cross,
Tyser
Wish I'd had the opportunity to do the Trustee training course sooner!
Stuart Atkins,
Raleigh UK Ltd
The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.
Anonymous

Spare a thought for the pension administrators...

...who now have yet another step to complete in the DB to DC transfer process!

Given that pension scams continue to be a major problem, and there are great efforts across the industry to combat this, it strikes me as extraordinary that the FCA should choose this time to remove all but senior managers from the FCA register, before replacing it with the planned new Directory. This is expected to be released sometime in 2020, but in the meantime the Pensions Regulator expects trustees to not only check that the IFA firm is on the FCA register but also contact the firm to ascertain that the adviser works for them. How tiresome!

Nevertheless as trustees are expected to do this, we need to check that our poor administrators are aware of this new requirement, and are compliant.

 

 

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