Client feedback


So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.
Paul Rudd ,
Chairman of Trustees, Express Newspaper
Appointing Kevin as KBC professional trustee was one of the best decisions the bank took. He complements the other two trustees and also appreciates the position of the employer too. The experience a professional trustee adds is invaluable and they can share their knowledge and market practice within the KBC plan. Kevin manages the budget in consultation with the bank, fully debriefs all parties and maintains a constant dialogue with myself (as HR Manager) and trustees. Since we have worked together for a number of years, Kevin also appreciates some of the limitations we face ie budgets, and always comes up with a proactive approach and solution. His input is particularly valued by the bank trustee who is an actuary in our pensions department in Belgium Head Office.
Sharron King,
KBC Bank
Very happy with service.
Christine Morris,
Twyford Bathrooms
Excellent, very strong relationship. Good understanding of our needs. We can absolutely rely on PSGS.
David Onion ,
Volvo Group
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues
A major problem with the pension fund needed skilled, constructive help - which was given!

How to support employees with defined benefit (DB) scheme transfer requests

Topic:

Hot topic

Date published:

Monday, 27 September 2021

In this article for REBA, Kat Gruenewald explains some of the ways you can support employees with DB scheme transfer requests, including:

  • workplace financial education and guidance on retirement benefits and options
  • facilitating access to reputable independent financial advisers
  • wider financial planning workshops and presentations
  • flagging the real risk of pension scams, warning signs and their potential implications

Read more in Kat’s REBA article here.

 

 

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