Client feedback


When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.
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
Provided insight into what other schemes do - useful intelligence. High quality.
Thomas Mercier ,
Invensys
Good, helpful guidance.
Christine Morris,
Twyford Bathrooms
The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters.
Jonathan Williams ,
Bangor University
Mark Fletcher - excellent independent trustee, personality and high standards.
Sukhjit Dhillon ,
RATP

Fiduciary manager selection

Topic:

Legal & governance

Date published:

Monday, 14 October 2019

This case study looks at how our independent fiduciary manager selection process helped the pension trustees gain valuable knowledge and increased confidence in the journey plan for both the trustee board and employer.

 

Read case study

 

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