Client feedback

“We chose PSGS because of the experience of the team and the feel of the relationship seemed the right fit.”

Paul Staniland,

Chair of Governance Committee, Kier Group Pension Trustees

“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.”

Katherine Cross,

Tyser

“Edwin’s working to ensure the other trustees get involved. Last year he took more of a leading role, which I was very grateful for. He is well organised and proactive. Feedback from external advisers has been good. ”

Jeremy Barnard ,

Imerys

“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.”

Julia Morton,

Camellia plc

“Excellent, very strong relationship. Good understanding of our needs. We can absolutely rely on PSGS. ”

David Onion ,

Volvo Group

“Brilliant to work with - inspiring confidence that risks are anticipated and well-managed, and adding huge value by sharing expertise and best practice.”

Mark Berry,

RM

Pension scheme budget management & monitoring

Topic:

Legal & governance

Date published:

Wednesday, 18 January 2017

From a good governance perspective, it is important pension scheme trustees spend time discussing their annual business plan and preparing a budget that reflects these plans. Regular updates on expenditure against the budget can then be provided at trustee meetings.

This case study shows how we recently helped one PSIT client implement an improved budget process.

Read the budget management case study

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