Client feedback


Thanks for all your help!
Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.
Ian Woods,
KGPT trustees
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
Wish I'd had the opportunity to do the Trustee training course sooner!
Stuart Atkins,
Raleigh UK Ltd
As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work.
Wendy Stansfield,
Vector Aerospace

Have you taken the pledge?

The Pensions Regulator has launched a new campaign calling on trustees, providers and administrators to do everything they can to protect scheme members from scammers. Pension scammers wreck lives and people can lose their entire life savings, but you can help.

What is the pledge and why should I do it?

When you pledge, you are committing to the following principles:

  • regularly warn members of the risk of scams
  • encourage those requesting cash drawdown to call The Pensions Advisory Service for free, impartial guidance
  • learn the warning signs of a scam and best practice for transfers by taking the new Trustee Toolkit module
  • take appropriate due diligence measures and document pension transfer procedures
  • clearly communicate concerns to members if high-risk transfers must be made
  • report concerns about a scam to the authorities and communicate this with the member.

Making the pledge will show your members and the pension industry that you are determined to tackle scams. Once you have pledged, you should take action to implement these principles and then self-certify that you're fully following them.

We’re all too aware that this is a very serious issue, and are looking to make the pledge to combat pension scams, and so can you.

 

 

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