Client feedback


Always willing to get involved and move things forward.
Steve Sampson ,
LGC
Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.
Ian Edwards,
Chair of Trustees, Comet
Extremely personable and professional.
Kelly White ,
Tussauds
PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.
George Batho ,
Trustee, Lansing Linde
I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.
Rob Hartley,
RSPCA
The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.
Anonymous

Sole trusteeship & a successful small scheme buy in

Topic:

Wind up/buy out

Date published:

Monday, 16 December 2019

From a substantial funding shortfall to achieving a buy-in in eight years, this case study looks at sole trusteeship and the journey towards a successful scheme wind up for the Brick Development Association Pension Scheme. It demonstrates small schemes can secure good buy-in terms, you just need to be well prepared and have the right advisers to guide your scheme to success.

 

Download the case study

 

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