Client feedback


We now have a very collaborative approach between trustees and employer.
Peter Millard,
Company Secretary, TRL Limited
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
Alex has helped in our dealings with other advisers using his experience of other schemes.
Angela Clayton ,
Accent Group
I find Colin proactive rather than reactive. He is also supportive.
I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.
Dave Strain,
Royal Yachting Association
Kat & Jason are very good at making it happen – they just take care of it.
Stephen Allaker ,
Bristol Myers-Squibb

Do I really need a professional scheme secretary?

Topic:

Legal & governance

Date published:

Monday, 18 January 2016

Learn more about the benefits of appointing a professional trustee secretary for your pension scheme:

 

 

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