Client feedback


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
We now have a very collaborative approach between trustees and employer.
Peter Millard,
Company Secretary, TRL Limited
Kat & Jason are very good at making it happen – they just take care of it.
Stephen Allaker ,
Bristol Myers-Squibb
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
Excellent, very strong relationship. Good understanding of our needs. We can absolutely rely on PSGS.
David Onion ,
Volvo Group
Colin has provided invaluable support to me in my role as Chair Trustee.

Spare a thought for the pension administrators...

...who now have yet another step to complete in the DB to DC transfer process!

Given that pension scams continue to be a major problem, and there are great efforts across the industry to combat this, it strikes me as extraordinary that the FCA should choose this time to remove all but senior managers from the FCA register, before replacing it with the planned new Directory. This is expected to be released sometime in 2020, but in the meantime the Pensions Regulator expects trustees to not only check that the IFA firm is on the FCA register but also contact the firm to ascertain that the adviser works for them. How tiresome!

Nevertheless as trustees are expected to do this, we need to check that our poor administrators are aware of this new requirement, and are compliant.

 

 

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