“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”

“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”

“Kat & Jason are very good at making it happen – they just take care of it.”

“Professional and forthcoming with support.”

“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”