Client feedback


Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work.
Wendy Stansfield,
Vector Aerospace
Clare Owen has been a really excellent scheme secretary
​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.
Katherine Cross,
Tyser
They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.
Sally-Anne Borrill,
T-Systems
The work that has been done has been delivered beyond expectations.
Head of Trustee Services
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.
Phillipa McFadyen,
RSPCA

Master trust selection and transition

Topic:

Market trends

Date published:

Wednesday, 9 February 2022

This case study looks at how we defined a four stage master trust selection and transition process and our top tips to help combat the common issues and challenges that, as professional trustee, we have been faced with during master trust exercises.

 

Download a copy

 

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