Client feedback


Great communication and practical help.
Always willing to get involved and move things forward.
Steve Sampson ,
LGC
The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.
The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.
Paul Coley,
The Altro Pension and Life Scheme
Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer.
Stuart Barker,
Internal Pensions Consultant, RSPCA
They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet

Delivering interim secretarial support

Topic:

Hot topic

Date published:

Tuesday, 10 July 2018

Our trustee executive services team are increasingly being asked to provide interim support to pension trustee boards and on pension projects.

Quick integration with the existing team is key to the successful delivery of interim help. This case study looks at how we supported two trustee sub committees and helped deliver GDPR and MNT election projects.

 

Download case study

 

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