Client feedback

“Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. PSGS has the experience and the resources to help trustees manage these burdens.”

Mark Atkinson,

Partner at CMS Cameron McKenna

“I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.”

Rob Hartley,

RSPCA

“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

“Professional and forthcoming with support.”

Martin Crees ,

Rabobank

“They deliver above expectation when the scheme has a particular challenge.”

Ian Edwards,

Comet

“Great communication and practical help.”

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

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