Client feedback


Great communication and practical help.
Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.
Ian Woods,
KGPT trustees
Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!
Tom Graham,
Star Group Pension Scheme
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
​They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.
Paul Rudd,
Express Newspapers
I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.
Rob Hartley,
RSPCA

Paper vs paperless meetings - the pros and cons

As professional scheme secretaries we know the needs of boards and individual pension trustees vary, so we need to be as flexible as possible when it comes to meeting papers.

It is true that producing paper packs is the ‘short straw’ job for members of our specialist scheme secretary team - and they are a risk to family pets as they drop through the letterbox! However, for some pension trustees, the thought of having to go digital and losing the ream of paper to work through can be daunting.

Whilst the trend is definitely towards paperless meetings, what are the pros and cons of the various options available?

Click the image to see a PDF version.

There’s a lot of noise just now about data minimisation and many question whether you should really send scheme information to personal email addresses, even if they are password protected. Pension trustees also need to consider how far they need to worry about possible data issues by other data controller. This might make it a sensible time to take a look at how trustee meeting packs and papers are produced for your pension scheme.

Read Curtis Mitchell's article on the usefulness of technology for online meeting packs

 

 

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