Client feedback

“Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.”

Angela Clayton,

Accent Group

“Colin has provided invaluable support to me in my role as Chair 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. ”

Jeremy Barnard ,

Imerys

“Very professional and engaged service.”

Danny Nussbaum,

HR Director, Volvo

“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

“Back in the day there was a large trustee board, with several independents (from the financial world) and the ex-Chairman of the company was offered the role as Chair of Trustees as a sweetener when he stepped down. Unionised company then divided - broad range of active members. They needed some expertise, consistency and leadership during this time. Wanted a serious/professional to lead and guide the trustees. ”

Dave Benstead ,

Diodes Zetex

Improving trustee meeting efficiency

Topic:

Technology

Date published:

Wednesday, 14 October 2015

This case study takes a look at how technology made a big difference to the efficiency of one client's trustee meetings. This proved to be critical at a time when corporate activity was affecting their pension scheme.

Download case study

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