“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”
“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. ”
“The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.”
“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. ”
“I find Colin proactive rather than reactive. He is also supportive.”
“We now have a very collaborative approach between trustees and employer.”
Funding & investment
Tuesday, 28 October 2014
The first diversified growth fund (DGF) was launched over a decade ago and today there is still much debate about whether they are an actual asset class or simply an investment concept. In this article Ian Eggleden looks at whether DGFs work, who likes them and if they are here to stay.
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Registered office: 3rd Floor Forbury Works, 37-43 Blagrave Street, Reading, RG1 1PZ