Client feedback


Proactive in driving the agenda and leading the scheme on its logical journey.
Caroline Rand,
Historic Royal Palaces
The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.
Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.
Mark Berry ,
RM
Very happy with service.
Christine Morris,
Twyford Bathrooms
Very responsive to any queries we have and proactive in managing our scheme to the best. Very happy with the support we are getting.
Caroline Rand ,
Historic Royal Palaces
Gillian has gone above and beyond what we would normally expect of our secretarial support on many occasions and her deep knowledge on all issues have been invaluable.
Sean Hoyle ,
Wightlink

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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