Client feedback

“Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.”

Mark Berry ,

RM

“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”

Tom Graham,

Star Group Pension Scheme

“Good, helpful guidance.”

Christine Morris,

Twyford Bathrooms

“Mark Fletcher - excellent independent trustee, personality and high standards.”

Sukhjit Dhillon ,

RATP

“I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.”

Rob Hartley,

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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