“Thanks for all your help!”
“Wish I'd had the opportunity to do the Trustee training course sooner! ”
“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. ”
“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.”
“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
We help pension trustees by looking after all day-to-day activities, effectively managing trustee priorities and ensuring your pension plan runs smoothly. We do this through:
The pension trustee support role is increasingly outsourced to a specialist like PSGS Secretarial Services. We tailor our trustee executive services to meet the needs of each pension scheme, providing expert support by:
We have provided trustee executive services for a client with several pension schemes managed by a common trustee board - a mixture of defined benefit (DB), hybrid and defined contribution (DC) with 17,000 members and over £1.5bn assets in total.
By becoming an integral part of the pension scheme trustee board, we deliver a highly valued personal service and enable the trustees to:
To find out more about how our trustee executive services can support your pension scheme or existing in-house team,why not contact us?
Helping members up against the grim reaper
An effective trustee board is one that can focus on strategy and governance
The true value of a specialist pension scheme secretary
How effective is your pension trustee board?