“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“As a pensions novice, I felt that the trustee training course gave me a good grounding.”
“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. ”
Legal & governance
Tuesday, 30 March 2021
In this case study, the trustees decided not to obtain an independent covenant review, but needed help documenting their own assessment to formally record their considerations and evidence. Read the case study to see how we helped.
Want to find out more about covenant self-assessment? Get in touch - we'd be happy to talk it through.
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