Client feedback


Competent, friendly and very helpful.
Kevin takes control of the meetings whilst fully involving the other two trustees. His experience shines through and he is also a very good listener, making all parties feel involved.
Sharron King ,
KBC Bank
They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.
Mark Berry ,
RM
A major problem with the pension fund needed skilled, constructive help - which was given!
Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.
Angela Clayton,
Accent Group

Master trust selection and transition

Topic:

Market trends

Date published:

Wednesday, 9 February 2022

This case study looks at how we defined a four stage master trust selection and transition process and our top tips to help combat the common issues and challenges that, as professional trustee, we have been faced with during master trust exercises.

 

Download a copy

 

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