Client feedback


Thanks for all your help!
Great communication and practical help.
​I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.
Bruce Allison,
RTUK
Extremely personable and professional.
Kelly White ,
Tussauds
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
I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.
Rob Hartley,
RSPCA

Trustee discretions - payment of death benefits

Topic:

Legal & governance

Date published:

Thursday, 31 May 2012

Reaching an appropriate decision when exercising a trustee discretion can be fraught with pitfalls. At least, that’s how it seems when you take a look at rulings from the Pensions Ombudsman, who gets involved when complaints are escalated outside of a scheme.

 

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