Featured Face: March 2018

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At PTL we pride ourselves on being personable. Each month we focus on a member of the team and find out what makes them tick. This month’s “Featured Face” is David Brown, Independent Pension Trustee and Client Director. What was your favourite subject at school? Worst? My favourite was Maths and my worst was English Literature… Read more »

Schroders announced as first asset manager to sign up to Clear Funds

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We have announced today announced that Schroders is the first asset manager to sign up to our Clear Funds solution, an innovative transaction cost assessment service we launched in January. Richard Butcher, Managing Director at PTL, said: “We created Clear Funds to help asset managers support their clients, whether trustees or IGCs, to assess the… Read more »

Mifid II: Why it matters

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First published in Pensions Expert on 07 December 2017 PTL Client Director, Donny Hay, has been speaking to Pensions Expert about Mifid II and the impact it will have on trustees. “The EU’s second Markets in Financial Instruments Directive (Mifid II) will change how asset managers disclose fees and charge investors for research from January… Read more »

Award News

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It was a very successful evening at the Pensions Insight DC Awards last night. Colin Richardson won Professional DC Trustee of the Year – well done Colin! We are really proud that a PTL Client Director has won this award every year since its inception three years ago. Colin is pictured below with Ruston Smith who… Read more »