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
Excellent and comprehensive training course. I will definitely refer to what I've learned and received.
Kyp Kyprianou,
Bam Construction UK Ltd
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
Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees.
Duncan Buchanan,
Partner at Hogan Lovells
As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer.
Stuart Barker,
Internal Pensions Consultant, RSPCA

Delegated investment consulting: friend or foe?

Topic:

Legal & governance

Date published:

Monday, 14 April 2014

With more and more trustees handing over responsibility for investment to third parties as they struggle to find the time to get to grips with the ever-increasing complexity of investment, delegated investment appears to be becoming a mainstream alternative to traditional fund management.

This article looks at the variety of delegated investment solutions available and some of the arguments for and against this approach.

 

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