Client feedback

“Kathy, may l take this opportunity to thank you for your assistance. There were many times l thought l was losing my mind during my efforts with Aviva. You were a pillar of support for me and you saw my case through to the very end. I cannot thank you enough but thank you again. It is through people like you who strive for professional fairness as well as thoroughness, HCA has such a good reputation.”

Ethel Chimutwe,

HCA International Ltd Staff Retirement Benefits Scheme

“Colin provides expert trusteeship. He guides former employees not familiar with legal constraints and restrictions - he is aware of them and helps solve problems - very happy.”

“I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.”

Rob Hartley,

RSPCA

“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it.”

Ian Edwards,

Chair of Trustee, Comet Pension Scheme

“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

“Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.”

Mark Berry ,

RM

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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