“We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.”
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
“We chose PSGS because of the experience of the team and the feel of the relationship seemed the right fit.”
“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”
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.
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Professional trustee v independent trustee – is there a difference?
How high will the bar be set?
Small scheme investment
Assessing trustee board performance