Client feedback

“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

“PSGS have provided sound and professional advice through a number of difficult pension decisions – would thoroughly recommend.”

George Batho ,

HR Director, Linde Material Handling

“Stuart is a very experienced and good leader and certainly has met expectations.”

Christopher MacFarlane ,

Bristow Group

“The team provide an excellent service with practical and commercial input that we have not found with anyone else.”

Mark Culwick,

Binding Site

“Colin has provided invaluable support to me in my role as Chair Trustee.”

“We have a good partnership the team really understand what we need and our knowledge eg budgets - "we don't have a referee" - very helpful. Challenge advisers but with a practical objective. Thanks to PSGS, GMP equalisation has been just a process. ”

Stephen Allaker ,

Bristol Myers-Squibb

Improving scheme management to ensure compliance

Topic:

Market trends

Date published:

Friday, 13 October 2017

When a new client tells you internal controls is a critical issue, it was a surprise to find they didn’t have any form of business plan in place. This case study shows how our formal step-by-step process helped a defined benefit (DB) pension scheme establish a business plan which made it easy to manage.

It also proves that a clear business plan can relieve a lot of pressure on pension trustees, helping them to look ahead rather than struggle with compliance and budgeting.

Download a copy

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