Client feedback

“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.”

“Highly informative. Having leading professionals deliver the TKU course really adds value.”

Jonathan Williams ,

Bangor University

“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”

Sally-Anne Borrill,

T-Systems

“Fiona brings perspective from other schemes and therefore a wider knowledge.”

“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

“Wish I'd had the opportunity to do the Trustee training course sooner! ”

Stuart Atkins,

Raleigh UK Ltd

Achieving efficiencies across multiple pension schemes

Topic:

Legal & governance

Date published:

Wednesday, 27 June 2018

One of our clients had four separate defined benefit (DB) pension schemes with different pension trustee boards and only a few common advisers.

This case study shows how we maximised efficiencies by creating a common pension trustee board across the schemes, the challenges we had to overcome to make the new structure a success and the benefits gained by the client.

Download a copy

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