Client feedback


Back in the day there was a large trustee board, with several independents (from the financial world) and the ex-Chairman of the company was offered the role as Chair of Trustees as a sweetener when he stepped down. Unionised company then divided - broad range of active members. They needed some expertise, consistency and leadership during this time. Wanted a serious/professional to lead and guide the trustees.
Dave Benstead ,
Diodes Zetex
Alex has helped in our dealings with other advisers using his experience of other schemes.
Angela Clayton ,
Accent Group
Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.
Mark Berry ,
RM
PSGS were overall more professional than others.
Paul Staniland,
Kier
​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
When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.

Trustee discretions - payment of death benefits

Topic:

Legal & governance

Date published:

Thursday, 31 May 2012

Reaching an appropriate decision when exercising a trustee discretion can be fraught with pitfalls. At least, that’s how it seems when you take a look at rulings from the Pensions Ombudsman, who gets involved when complaints are escalated outside of a scheme.

 

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