Client feedback

“We have a good partnership the team really understand what we need and our knowledge eg budgets - "we don't have a referee" - very helpful. Challenge advisers but with a practical objective. Thanks to PSGS, GMP equalisation has been just a process. ”

Stephen Allaker ,

Bristol Myers-Squibb

“PSGS have provided sound and professional advice through a number of difficult pension decisions – would thoroughly recommend.”

George Batho ,

HR Director, Linde Material Handling

“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

“They deliver above expectation when the scheme has a particular challenge.”

Ian Edwards,

Comet

“Kevin takes control of the meetings whilst fully involving the other two trustees. His experience shines through and he is also a very good listener, making all parties feel involved.”

Sharron King ,

KBC Bank

“We have realised the benefit of having and independent trustee. Claire sees what general practice is like, so is able to guide us.”

Anthony Bowen,

Colart Fine Art & Graphics

PSIT appointed to provide Governance Advisory Arrangement to COURTIERS

Topic:

PSGS news

Date published:

Tuesday, 15 December 2015

PS Independent Trustees (PSIT) has been appointed to provide a Governance Advisory Arrangement (GAA) to wealth management firm and SIPP provider, COURTIERS Investment Services Limited (COURTIERS). COURTIERS provides financial and investment advice to high net worth individuals and organisations.

This new independent governance committee will assess the value for money of COURTIERS’ SIPP arrangement, challenging the firm where necessary to improve their workplace pension product.

Commenting on the appointment, , said: “The FCA expects GAAs to act independently and effectively in challenging providers on value for money issues. To do so, members of a GAA need to have expert knowledge of workplace pensions. The GAA must also act solely in the interests of relevant policyholders, a key point for raising challenge if needed.

As independent trustees, we can use our experience of working in members’ best interests and our extensive knowledge of defined contribution schemes to ensure strong governance. We look forward to working with COURTIERS in this key role.”

Jonathon Howard, Head of Corporate Clients at COURTIERS, commented: “We are pleased to be working with PSIT as GAA to our Group SIPP arrangements. As well as meeting the FCA’s requirement for independence and collective expertise and experience, PSIT brings a wealth of experience within a cost effective solution that can only be beneficial to our policyholders. We look forward to working with them.”

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