Client feedback


​Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.
Katherine Cross,
Tyser
Colin provides expert trusteeship. He guides former employees not familiar with legal constraints and restrictions - he is aware of them and helps solve problems - very happy.
They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.
Sally-Anne Borrill,
T-Systems
Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand.
Phillipa McFadyen,
RSPCA
We have realised the benefit of having and independent trustee. Claire sees what general practice is like, so is able to guide us.
Anthony Bowen,
Colart Fine Art & Graphics
Good, helpful guidance.
Christine Morris,
Twyford Bathrooms

GMP equalisation

Topic:

Hot topic

Date published:

Monday, 8 February 2021

This case study looks at how we managed GMP reconciliation and equalisation for a client where rectification of pension increases was also needed. Wrapping them into one project ensured benefits were only amended once, making member communications clearer.

 

See what we did here

 

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