“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”
“The team provide an excellent service with practical and commercial input that we have not found with anyone else.”
“In any major corporate transaction, time is of the essence. PSGS's pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“We now have a very collaborative approach between trustees and employer.”
“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
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