“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“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. ”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“Thanks for all your help!”
“Clare Owen has been a really excellent scheme secretary”
We act for DB and DC pension schemes as:
We were appointed as Chair of the Grisewood & Dempsey scheme. The most recent valuation showed a 51% funding level with a £5.3million deficit. Combined with a weak employer covenant, this represented a significant challenge to the trustees and sponsor.
We provided professional guidance and support to our co-trustees, enabling strategic decisions to be taken that have ensured the scheme’s funding position has been well managed and the point of wind up has been reached. In particular, we helped the trustees:
There are many reasons why you might appoint a professional pension trustee, so it is important you find the pension trustee company that offers the right skills and expertise for your particular scheme and situation. As well as those that are particular to you and your pension scheme, key factors to consider include:
Our reputation has been built on excellent client service. We build long-term relationships and have an open and constructive style of working to help our clients meet the challenges they face and achieve the goals they have set for their scheme.
In many cases, our role as professional independent trustee is to:
If you are considering appointing an independent pension trustee for the first time or are reviewing your current professional trustee appointment, why not find out more about the benefits of working with PSGS?
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