Client feedback


The team provide an excellent service with practical and commercial input that we have not found with anyone else.
Mark Culwick,
Binding Site
Very professional and engaged service.
Danny Nussbaum,
HR Director, Volvo
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
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
Gillian has gone above and beyond what we would normally expect of our secretarial support on many occasions and her deep knowledge on all issues have been invaluable.
Sean Hoyle ,
Wightlink
Stuart is a very experienced and good leader and certainly has met expectations.
Christopher MacFarlane ,
Bristow Group

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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