Client feedback


Kat & Jason are very good at making it happen – they just take care of it.
Stephen Allaker ,
Bristol Myers-Squibb
​Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.
Katherine Cross,
Tyser
Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.
Ian Edwards,
Chair of Trustees, Comet
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues
Edwin’s working to ensure the other trustees get involved. Last year he took more of a leading role, which I was very grateful for. He is well organised and proactive. Feedback from external advisers has been good.
Jeremy Barnard ,
Imerys
Brilliant to work with - inspiring confidence that risks are anticipated and well-managed, and adding huge value by sharing expertise and best practice.
Mark Berry,
RM

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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