Client feedback

“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

“Edwin’s working to ensure the other trustees get involved. Last year he took more of a leading role, which I was very grateful for. He is well organised and proactive. Feedback from external advisers has been good. ”

Jeremy Barnard ,

Imerys

“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”

Ian Edwards,

Chair of Trustees, Comet

“We chose PSGS because of the experience of the team and the feel of the relationship seemed the right fit.”

Paul Staniland,

Chair of Governance Committee, Kier Group Pension Trustees

“Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.”

Ian Woods,

KGPT trustees

“Good, helpful guidance.”

Christine Morris,

Twyford Bathrooms

Packaging small/medium schemes to achieve competitive buy out terms

Topic:

Market trends

Date published:

Thursday, 17 February 2022

The extremely busy buy out market has made it very difficult to get quotes. This case study looks at how our idea to package 3 schemes together brought an insurer to the table who wouldn’t have quoted if they’d been approached for a PPF+ buyout for each scheme separately.

Download a copy

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