“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
“Clare Owen has been a really excellent scheme secretary”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
“Kathy, may l take this opportunity to thank you for your assistance. There were many times l thought l was losing my mind during my efforts with Aviva. You were a pillar of support for me and you saw my case through to the very end. I cannot thank you enough but thank you again. It is through people like you who strive for professional fairness as well as thoroughness, HCA has such a good reputation.”
“The work that has been done has been delivered beyond expectations.”
“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. ”
Many employers use a life cover only trust to provide death in service benefits to employees, particularly those who are not members of a trust-based pension scheme.
Exercising discretion over who should receive the benefit from a group life assurance trust can be fraught with pitfalls. Take a look at the case study in our group life mastertrust flyer to see how Pensions Ombudsman rulings on death complaint cases show this can be a minefield.
Are you sure your group life trust's claims and discretion processes are effective and efficient, with:
Our master trust solution helps employers navigate a safe and cost effective path through the death in service benefit claims and discretions process. The benefits of using PSGS's group life master trust include: