“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“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.”
“PSGS were overall more professional than others.”
“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. ”
“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.”
We are strong believers in the importance of effective, targeted training to improve pension trustee knowledge and understanding (TKU) and regularly run courses covering real life examples and topical pension issues as well as The Pensions Regulator’s (TPR) scope guidance.
Our courses include:
All of our training courses for pension trustees are interactive, with plenty of practical examples and opportunities for discussion and questions. Click here to see our latest course dates.
Our trustee training needs analysis highlights where knowledge gaps exist and additional training is required. Our pension trustee effectiveness self-assessment questionnaire helps you assess the structure and function of your trustee board, how well your trustee meetings work and the strength of your pension scheme governance arrangements.
From these we can build a specific trustee training plan or conduct a more in-depth trustee board effectiveness review to more fully meet TPR's 21st century trusteeship requirements.
You can learn more about or register for one of our trustee training course here. If you’d like to find out more about our trustee training tools or bespoke course, please contact us.
How effective is yours?
Download our free questionnaire to start your trustee board review now
Clare Owen speaks about our latest trustee board research
Only 56% of pension trustee boards assess their performance
The effectiveness (or not) of trustee boards