“Very professional and engaged service.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“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.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“They deliver above expectation when the scheme has a particular challenge.”
“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”
5 Jul 2019
You’ll all have heard about the need for competitive tenders for fiduciary manager appointments, but there’s a less well communicated new requirement coming out of the recent CMA review. This one involves investment...