Client feedback


As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
Excellent and comprehensive training course. I will definitely refer to what I've learned and received.
Kyp Kyprianou,
Bam Construction UK Ltd
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
PSGS were overall more professional than others.
Paul Staniland,
Kier
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
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

Unwinding ineffective scheme amendments and managing significant hidden liabilities

Topic:

Legal & governance

Date published:

Thursday, 18 July 2013

This case study looks at a scheme PSIT was appointed to as independent trustee to assist with the Pension Protection Fund (PPF) assessment process.

Our review of the scheme documents highlighted some interesting issues, including inadequate segregation of defined benefit and defined contribution assets and uncertainty over whether scheme changes had been made effectively.

The outcome was that hundreds of scheme members were affected and the scheme's funding position significantly altered.

 

Download the case study

 

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