Client feedback


They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
Kevin takes control of the meetings whilst fully involving the other two trustees. His experience shines through and he is also a very good listener, making all parties feel involved.
Sharron King ,
KBC Bank
So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.
Paul Rudd ,
Chairman of Trustees, Express Newspaper
Kathy, may l take this opportunity to thank you for your assistance. There were many times l thought l was losing my mind during my efforts with Aviva. You were a pillar of support for me and you saw my case through to the very end. I cannot thank you enough but thank you again. It is through people like you who strive for professional fairness as well as thoroughness, HCA has such a good reputation.
Ethel Chimutwe,
HCA International Ltd Staff Retirement Benefits Scheme
The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.
Anonymous
Claire offers a very approachable, professional and balanced service, recognising her obligations to the Scheme but providing an awareness of the Employer's perspective. We value Claire's wider industry knowledge and the experience she brings.

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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