“PSGS have provided sound and professional advice through a number of difficult pension decisions – would thoroughly recommend.”
“Very professional and engaged service.”
“Appointing Kevin as KBC professional trustee was one of the best decisions the bank took. He complements the other two trustees and also appreciates the position of the employer too. The experience a professional trustee adds is invaluable and they can share their knowledge and market practice within the KBC plan. Kevin manages the budget in consultation with the bank, fully debriefs all parties and maintains a constant dialogue with myself (as HR Manager) and trustees. Since we have worked together for a number of years, Kevin also appreciates some of the limitations we face ie budgets, and always comes up with a proactive approach and solution. His input is particularly valued by the bank trustee who is an actuary in our pensions department in Belgium Head Office. ”
“We chose PSGS because of the experience of the team and the feel of the relationship seemed the right fit.”
“We have a good partnership the team really understand what we need and our knowledge eg budgets - "we don't have a referee" - very helpful. Challenge advisers but with a practical objective. Thanks to PSGS, GMP equalisation has been just a process. ”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
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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