Client feedback

“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

“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

“Colin provides expert trusteeship. He guides former employees not familiar with legal constraints and restrictions - he is aware of them and helps solve problems - very happy.”

“I find Colin proactive rather than reactive. He is also supportive.”

“Very professional and engaged service.”

Danny Nussbaum,

HR Director, Volvo

“The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.”

Pensions liberation: the road to hell is paved with cash incentives

Topic:

Legal & governance

Date published:

Wednesday, 17 April 2013

Many people are feeling the pinch, so it isn’t surprising that the chance to get immediate cash by unlocking the money tied up in your pension scheme seems like an unmissable opportunity. Sadly, taking up such an offer frequently ends in disaster.

This pensions liberation article looks at some of the telltale features of these scams that should act as warning bells, and suggests some simple steps pension scheme trustees should take when they receive a request to transfer out.

Download a copy

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