“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSGS as the best. We are very happy with Mark and the service we get.”
“Stuart is a very experienced and good leader and certainly has met expectations.”
“Alex has helped in our dealings with other advisers using his experience of other schemes.”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
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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