“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.”
“We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.”
“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. ”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
4 Sep 2018
This case study looks at the lessons we learned from a £600m buy in and our top tips when it comes to the quality of contingent spouse data.