“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
“They deliver above expectation when the scheme has a particular challenge.”
“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. HR Trustees is geared to delivering that.”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSIT scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSIT shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“The work that has been done has been delivered beyond expectations.”
Legal & governance
Wednesday, 27 June 2018
One of our clients had four separate defined benefit (DB) pension schemes with different pension trustee boards and only a few common advisers.
This case study shows how we maximised efficiencies by creating a common pension trustee board across the schemes, the challenges we had to overcome to make the new structure a success and the benefits gained by the client.