Client feedback


The team provide an excellent service with practical and commercial input that we have not found with anyone else.
Mark Culwick
Back in the day there was a large trustee board, with several independents (from the financial world) and the ex-Chairman of the company was offered the role as Chair of Trustees as a sweetener when he stepped down. Unionised company then divided - broad range of active members. They needed some expertise, consistency and leadership during this time. Wanted a serious/professional to lead and guide the trustees.
Dave Benstead ,
Diodes Zetex
Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.
Angela Clayton,
Accent Group
Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work.
Wendy Stansfield,
Vector Aerospace
Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.
Mark Berry ,
RM
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

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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