“The Trustee training was very interactive and the presenters were engaging - thank you.”
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
“It’s a pleasure working with key members of the PSGS team: their experience and leadership means that they know how to get the job done, working in partnership with fellow trustees, employers and advisers to achieve the best result for members.”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSGS as the best. We are very happy with Mark and the service we get.”
“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”
They include when:
Alternatively, you may find yourself in one of these five common situations that have led clients to appoint an independent trustee from PSGS:
Our client: a leading charity
When the pension scheme sponsor informed us they wanted to close the DB scheme to future accrual, we sought legal advice on whether there was a ‘Courage Case’ problem with the scheme’s amendment power. This was an important issue for our members because it would decide whether the scheme’s link to final salary could be broken when it closed to future accrual.
Next, we started negotiating with the sponsoring employer about members’ future benefits. We also ensured all communications sent to our members were clear, accurate and helpful.
At the end of the consultation period, we ensured time was allocated to consider members’ comments and make any necessary amendments to the final proposal.
How effective is your trustee board?
Professional trustee v independent trustee – is there a difference?
How high will the bar be set?
Small scheme investment
Assessing trustee board performance