“Mark Fletcher - excellent independent trustee, personality and high standards.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.”
“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. ”
“The work that has been done has been delivered beyond expectations.”
“I find Colin proactive rather than reactive. He is also supportive.”
Wednesday, 23 March 2022
In this webinar, Kevin Clark delivers the Trustees’ view, Pete Coyne from CMS gives legal context and Nick Frankland from Punter Southall Aspire provides the adviser’s viewpoint. Watch the webinar on demand.
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