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 »


The Results of our quarterly DB Risk Survey are in

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We have announced today the results of our second quarterly DB Risk Survey. The survey, which was first run in July asks trustees to indicate their top three current DB risks. The results, detailed below, show the aggregate number of votes each risk received as a proportion of all the risks selected. Richard Butcher, Managing Director,… Read more »


Business Development Vacancy

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PTL is a market leading and award winning provider of independent governance and professional trustee services, serving clients across the UK with offices in London, Leeds, Birmingham and Reading. Since establishing an office in Leeds in 2009, we have been very successful in growing our client base in the North of England. We have done… Read more »