Client feedback

“Keen to assist and helpful.”

“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.”

“We have realised the benefit of having and independent trustee. Claire sees what general practice is like, so is able to guide us.”

Anthony Bowen,

Colart Fine Art & Graphics

“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

“In any major corporate transaction, time is of the essence. PSGS's pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”

David Wilman,

CFO at Survitec Group

“Brilliant to work with - inspiring confidence that risks are anticipated and well-managed, and adding huge value by sharing expertise and best practice.”

Mark Berry,

RM

PSIT expands with HR Trustees merger

Topic:

Hot topic

Date published:

Thursday, 7 December 2017

We are pleased to announce that Punter Southall Group has agreed to purchase the Reading based HR Trustees from Xafinity plc. HR Trustees will form part of PS Independent Trustees (PSIT), Punter Southall Group’s trustee company, and will be completely independent of the new Xafinity Punter Southall business.

The purchase enables us to expand the depth and breadth of PSIT’s professional trustee, scheme secretarial and pensions governance offerings. The HR Trustees team members are expected to transfer in early January 2018, bringing the total PSIT team to nearly 40 people.

The acquisition means PSIT will become the UK’s second largest professional trustee company by turnover and will be truly independent of any pension scheme advisers. The combined business will look after well over 200 clients with total assets of over £30bn and covering over 300,000 scheme members.

We look forward to welcoming our new colleagues from HR Trustees. Combining the two businesses is truly exciting and will enable us to make further investment in both our delivery and range of client services.

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