Client feedback

“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

“Alex has helped in our dealings with other advisers using his experience of other schemes.”

Angela Clayton ,

Accent Group

“We have a good partnership the team really understand what we need and our knowledge eg budgets - "we don't have a referee" - very helpful. Challenge advisers but with a practical objective. Thanks to PSGS, GMP equalisation has been just a process. ”

Stephen Allaker ,

Bristol Myers-Squibb

“We always receive an extremely high level of professionalism from PSGS, allowing us to make informed and appropriate decisions. Their advice is always timely and well received, allowing us to focus on what are the important key issues. They are always accessible and I would not hesitate to recommend their services!”

Danny Nussbaum,

HR Director, Volvo Group UK Limited

“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSGS as the best. We are very happy with Mark and the service we get.”

Julia Morton,

Camellia plc

“Very responsive to any queries we have and proactive in managing our scheme to the best. Very happy with the support we are getting.”

Caroline Rand ,

Historic Royal Palaces

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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