Client feedback

“Extremely personable and professional.”

Kelly White ,

Tussauds

“The Trustee training was very interactive and the presenters were engaging - thank you.”

Nick Marsh,

Comet Pension Scheme

“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”

Jean-Paul Gobel,

Heerema

“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”

Ian Edwards,

Chair of Trustees, Comet

“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

“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

PSIT appointed to provide Governance Advisory Arrangement to COURTIERS

Topic:

PSGS news

Date published:

Tuesday, 15 December 2015

PS Independent Trustees (PSIT) has been appointed to provide a Governance Advisory Arrangement (GAA) to wealth management firm and SIPP provider, COURTIERS Investment Services Limited (COURTIERS). COURTIERS provides financial and investment advice to high net worth individuals and organisations.

This new independent governance committee will assess the value for money of COURTIERS’ SIPP arrangement, challenging the firm where necessary to improve their workplace pension product.

Commenting on the appointment, , said: “The FCA expects GAAs to act independently and effectively in challenging providers on value for money issues. To do so, members of a GAA need to have expert knowledge of workplace pensions. The GAA must also act solely in the interests of relevant policyholders, a key point for raising challenge if needed.

As independent trustees, we can use our experience of working in members’ best interests and our extensive knowledge of defined contribution schemes to ensure strong governance. We look forward to working with COURTIERS in this key role.”

Jonathon Howard, Head of Corporate Clients at COURTIERS, commented: “We are pleased to be working with PSIT as GAA to our Group SIPP arrangements. As well as meeting the FCA’s requirement for independence and collective expertise and experience, PSIT brings a wealth of experience within a cost effective solution that can only be beneficial to our policyholders. We look forward to working with them.”

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