“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 professional and engaged service.”
“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”
“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
Friday, 14 May 2021
Here’s 10 things every trustee should know about The Pensions Regulator's (TPR) consultation on its proposed Single Code of Governance.
We will be replying to the Regulator’s consultation before the deadline (26 May). We would be happy to reflect your comments and welcome the views of trustees whose pension schemes do not currently have a professional trustee.
Read 10 things every trustee should know below.
In this article for REBA, Ken Potter explains how employers may want to review the way that...
This Professional Pensions digital breakfast briefing looks at risk - cyber, governance,...