PTL acts as an Independent Trustee to Pension schemes across the UK.
PTL is a leading and award winning Independent Pension Trustee, serving clients across the UK. We understand the complexities of managing pension schemes. Our specialist team deliver the technical expertise and pragmatism required to effectively manage your scheme.
Our services include:
- DC Governance Statement: Gap Analysis Tool
- DC Training for Trustees
- Employer Covenant Review
- Investment Committee Service
- Observed Trustee Meeting
- Pension Dispute Resolution Service
- Pension Scheme Budget Control Service (PSBCS)
- Risk Management System
- Secretarial Service
- TKU Management Service
- Trustee Training
Independent Pension Trustees – Advising Trustees
Every pension scheme is unique. Therefore, our solution will always be tailored to your culture, style, needs and challenges.
Our approach is to be pragmatic, personable and professional.
Being pragmatic is important. No two situations, no two problems are the same. Our pragmatic approach allows us to find sensible, common sense solutions that meet the need of all parties. A pragmatic approach is also a more cost effective approach.
Being personable is important. We all spend a lot of time working. It makes life more pleasant and work more bearable if our working relationships are friendly, warm, open and constructive. We build teams that will serve each client around that client’s needs and preferences.
Being professional is important and should be a given. The characteristics of professionalism we consider particularly important include being trust worthy, being an expert in our field, working to the highest standards, behaving ethically and fairly, observing clients confidentiality and treating all clients, colleague and others we contact in our work with consideration.
Our approach is to be collegiate, to work as part of a team with our clients and their other advisors. We aim to identify your objectives, establish how to achieve it and execute the resultant strategy.
Our approach is to be creative. The best approach to a matter or solution to a problem is not always the most obvious or established. We encourage our team to innovate externally for our clients and internally for PTL.
Please contact our team who will be happy to discuss our services