Client feedback

“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. ”

Jonathan Williams ,

Bangor University

“Extremely personable and professional.”

Kelly White ,

Tussauds

“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”

Dave Strain,

Royal Yachting Association

“Ann is very proactive and ensures we address all issues well ahead of time and extremely efficiently.”

Ian Edwards,

Comet

“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”

Phillipa McFadyen,

RSPCA

“Professional and forthcoming with support.”

Martin Crees ,

Rabobank

Pension scheme budget efficiency

Topic:

Legal & governance

Date published:

Tuesday, 2 May 2017

This case study shows how we helped a new client spend their pension scheme budget more wisely by suggesting changes to improve meeting efficiency and how the pension trustees used their advisers.

Download the case study below to find out what we did and how the result met the pension scheme sponsor's needs as well as protecting the pension trustees' position.

Download a copy

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