“We now have a very collaborative approach between trustees and employer.”
“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. ”
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“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. ”
“In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find PSGS has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.”
Monday, 8 February 2021
This case study looks at how we managed GMP reconciliation and equalisation for a client where rectification of pension increases was also needed. Wrapping them into one project ensured benefits were only amended once, making member communications clearer.
In this case study, the trustees decided not to obtain an independent covenant review, but...
A good place to start is requesting a copy of our D&I guide for pension trustees and pension...