“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”
“Excellent service - as expected and why PSGS was chosen.”
“Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. PSGS has the experience and the resources to help trustees manage these burdens.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
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