“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“We now have a very collaborative approach between trustees and employer.”
“Wish I'd had the opportunity to do the Trustee training course sooner! ”
“The work that has been done has been delivered beyond expectations.”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
“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. ”
The benefits of using the PSGS excepted life assurance master trust are clear:
As well the tax saving for an employee’s beneficiaries, the PSGS Excepted Life Master Trust also helps employers manage the risk of making improper decisions - in the same way as our Group Life Master Trust - and ensure compliance to avoid being faced with periodic tax or exit tax charges.
To learn more about how the PSGS excepted life mastertrust could help you with providing death benefits to some of your most valuable employees, please contact us or download our service flyer: PSGS excepted life master trust
Sole trusteeship & a successful small scheme buy in
Saving tax for Bella beneficiaries
Trustee discretions - payment of death benefits
How a leading commercial bank benefits from using a healthcare trust
How effective is your pension trustee board?
20 PSGS professional trustees accredited under the PMI’s Aptitude programme
Trusteeship is all about relationships