Client feedback


Expertise - independent - takes the strain off.
Kelly White,
Tussauds
Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!
Tom Graham,
Star Group Pension Scheme
Highly informative. Having leading professionals deliver the TKU course really adds value.
Jonathan Williams ,
Bangor University
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
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.
Stuart Barker,
Internal Pensions Consultant, RSPCA
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.
Anonymous

Transfers to improper vehicles: the trustee’s perspective

Topic:

Legal & governance

Date published:

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.

 

Read a trustee's view on transfers

 

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