“Expertise - independent - takes the strain off.”
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“Brilliant to work with - inspiring confidence that risks are anticipated and well-managed, and adding huge value by sharing expertise and best practice.”
“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 trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.”
Legal & governance
Friday, 2 October 2015
Pension transfers are putting trustees in an awkward position with pressure coming from several sides. Members increasingly want quick access to their pension fund, but The Pensions Regulator is clear about the part trustees should play in trying to stop transfers to improper vehicles proceeding. Investigating where a transfer is going can be time consuming, but the Pensions Ombudsman is being particularly tight on timescales.
It’s finally happened. Around 20 years since the dawn of liability driven investment (LDI), the...
I recently took part in a webinar with Owen Haggith-Khonje, Managing Director from SEI...