Client feedback


Great communication and practical help.
So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.
Paul Rudd ,
Chairman of Trustees, Express Newspaper
​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.
Julia Morton,
Camellia plc
Colin provides expert trusteeship. He guides former employees not familiar with legal constraints and restrictions - he is aware of them and helps solve problems - very happy.
Professional and forthcoming with support.
Martin Crees ,
Rabobank
PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.
George Batho ,
Trustee, Lansing Linde

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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