Client feedback


We now have a very collaborative approach between trustees and employer.
Peter Millard,
Company Secretary, TRL Limited
A major problem with the pension fund needed skilled, constructive help - which was given!
Kat & Jason are very good at making it happen – they just take care of it.
Stephen Allaker ,
Bristol Myers-Squibb
In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find PSGS has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.
Katherine Dandy,
Partner at Sackers & Partners
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues
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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