Client feedback


I find Colin proactive rather than reactive. He is also supportive.
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
In any major corporate transaction, time is of the essence. PSGS's pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties.
David Wilman,
CFO at Survitec Group
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
Kat & Jason are very good at making it happen – they just take care of it.
Stephen Allaker ,
Bristol Myers-Squibb
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues

Transfers to improper vehicles: the trustee’s perspective

Topic:

Legal & governance

Date published:

Friday, 2 October 2015

Pension transfers are putting trustees in an awkward position with pressure coming from several sides. Members increasingly want quick access to their pension fund, but The Pensions Regulator is clear about the part trustees should play in trying to stop transfers to improper vehicles proceeding. Investigating where a transfer is going can be time consuming, but the Pensions Ombudsman is being particularly tight on timescales.

 

Read a trustee's view on transfers

 

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