Client feedback


Ann is very proactive and ensures we address all issues well ahead of time and extremely efficiently.
Ian Edwards,
Comet
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
I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.
Dave Strain,
Royal Yachting Association
Alex has helped in our dealings with other advisers using his experience of other schemes.
Angela Clayton ,
Accent Group
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.
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

Budget 2014 - The Chancellor rips up the tax rules for taking defined contribution pensions

Topic:

Hot topic

Date published:

Monday, 24 March 2014

The Chancellor has announced a major overhaul of the way in which individuals can draw their funds from defined contribution (DC) arrangements. Our latest briefing note outlines the changes.

 

Download briefing note

 

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