“We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“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. ”
“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.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
Wednesday, 26 May 2021
In this article for REBA, Ken Potter explains how employers may want to review the way that benefits, such as death in service lump sum cover is provided, particularly for higher earners and what to take into account when considering an excepted group life scheme.
Here’s an example of how the lifetime allowance can easily be exceeded by a higher earner:
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