Client feedback


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
​Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.
Katherine Cross,
Tyser
The team provide an excellent service with practical and commercial input that we have not found with anyone else.
Mark Culwick
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
Great communication and practical help.
The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.
Jean-Paul Gobel,
Heerema

Developing a long term strategy with a scheme sponsor

Topic:

Funding & investment

Date published:

Friday, 17 August 2018

This case study looks at how we were appointed as sole trustee for a pension scheme where relationships between the trustees and employer had broken down.

Our pension trustee experience and investment adviser expertise enabled us to set an investment strategy to help reduce future funding volatility, get quick agreement then swiftly implement direct lending and infrastructure mandates.

 

Read the case study

 

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