What our clients say…

  • As both a company Finance Director and Trustee of some of the company’s pension schemes I recognised the need to increase the knowledge of our trustee boards as well as to correctly manage conflicts of interest. We sought out an Independent Chairman of Trustees for our various schemes. We wanted someone who was properly qualified, had extensive knowledge and experience and a practical approach whom we could work with rather than against. I expect in this regard we are no different to many medium sized companies with old defined benefit schemes. What surprised us is that there are so few such people around. We were glad to find Richard Butcher. His appointment strengthened the pension schemes’ governance for the benefit of the members whilst at the same time gave the company someone it could work with.

    Group Finance Director, Carter Thermal Industries
  • We have received years of sound advice on pension matters from PTL. Your continued participation gives us confidence that our team receives the professional and unbiased guidance in the governance of the scheme.

    Continental Landscapes
  • Our Trustees have been most impressed by the service from PTL. In particular, your team always demonstrates excellent pensions knowledge and bring a wealth of Trustee experience to our meetings. We are particularly impressed with the way that you challenge Fund Managers at a level which is beyond the understanding of most of our Trustees.

    Finance Manager, London and Quadrant Group
  • We have worked with PTL for over 3 as a trustee to both our defined contribution and defined benefits schemes. Your team are able trainers to our trustees as you explain technical pension issues in simple, understandable terms. As a chairman your ethical and engaging personality ensures correct decisions are made via questions and vigorous debate. It is very reassuring to have such a competent guide through the complex world of pensions.

    Trustee, Carters Thermal Industries Pension Scheme
  • Your team have always been helpful, to myself and my fellow trustees, in informing us of our responsibilities and the actions necessary to ensure that we are fully compliant with statutory requirements. 

    Trustee, Carter Executive Pension Plan
  • PTL was recommended to us and contact was quickly and easily established. It was apparent from our first contact with Steve Carrodus that he would provide the type of service we were seeking. Steve has made himself readily available and provided timely and practical advice. I would have no hesitation recommending his services and by association those of PTL.

    Trustee, 2Care
  • PTL have added value to our Board of Trustees by consistently providing us with high quality, independent advice.

    Trustee, Gleeds
  • Since their appointment across four defined benefit schemes in November 2010, PTL have provided a consistent, pragmatic and professional approach to the complexities of each scheme.  Through PTL we have access to a wealth of experience which, for example, was especially invaluable when giving guidance relating to the legalities surrounding the CPI/RPI changes.

    Group Company Secretary, VolkerWessels UK Limited
  • It would be very difficult for our small business to keep up with the complex area of pensions management without the assistance of PTL. Their depth of knowledge and ability to respond quickly to changing circumstances enables them to provide a service which is invaluable, helping owners to concentrate on their core-business.

    Chairman, W. Grose Ltd
  • We appointed PTL as Independent Trustee to our Board in 2011 and have already found their practical approach, depth of experience and “can do” attitude to be of great benefit. Their on-going guidance and support will be crucial in ensuring the best outcome for the Scheme no matter what the future has in store.

    Group Finance Director, Wilfred T. Fry Group
  • We appointed Richard Butcher as Independent Chair of the Hertz Pension Plan trustees in 2009. Richard’s knowledge, ability to communicate and build long-lasting relationships is superb. I have no hesitation in recommending Richard to other organisations seeking pragmatic, practical advice on pension matters.

    HR Director, Hertz Pension Plan
  • We have instructed  PTL to provide advice and guidance in the capacity as professional Pension Trustees and have always found them to be very collaborative and insightful in their approach to working with us.

    Group Director (Human Resources), London & Quadrant Group
  • At LV=, we use PTL to help us with issues where we need specialist help. For example, they have recently helped us with our governance arrangements, making sure that we have robust processes for dealing with investment strategy in periods of stress, and in negotiations with the employer on contributions. What they brought to us was a clear understanding of what best practice looks like today and a practical, impartial view of what is a sensible compromise between the needs of the scheme and the employer. In doing this they have always been at pains to ensure that the Trustees understand and agree with the actions being proposed.

    Deputy Group Finance Director, LV= Employee Pension Scheme
  • Mabey Holdings Limited and the Trustees of the Mabey Pension Scheme were finding the burden of keeping all company and Member Nominated Trustees up to date and compliant with all legislation. This was becoming unduly time consuming and costly. Additionally, conflicts of interest were becoming a significant issue. PTL was initially appointed as an additional Trustee and demonstrated a practical, pragmatic and professional approach during a very difficult period. Two years on, PTL is now the sole Trustee of the Mabey Pension Scheme.

    Group Finance Director, Mabey Holdings Ltd
  • Since he was appointed, Richard Butcher has helped us to adopt a strategic and structural approach to the governance of our scheme. He wants to help the Trustees and the Company to achieve their aim of securing the members’ benefits.

    Chairman of the Trustees, The Littlejohn Frazer Retirement Benefits Scheme
  • We have worked with PTL on a number of diverse projects. In each instance they have demonstrated a depth of skill and knowledge which has helped us considerably in completing complex tasks to a very high standard.

    Pensions Manager, LV= Employee Pension Scheme
  • Appointing PTL as a professional trustee has really helped with managing the pension scheme. The role of Paul Stanbridge as chair to the trustees has ensured we understand the duties and obligations of the trustees and the timescales within which the trustees must operate. Paul’s experience provides reassurance to me as a company appointed trustee.

    Trustee, Noble Denton Consultants Limited Pension Scheme
  • Since instructing PTL, the trustee team feels far more confident and comfortable making decisions on the wide range of issues that are generated by the scheme. This includes changes in pension legislation, member and company issues. The meetings are more focused which enable quicker and more considered decisions. We definitely benefit from the professional, up to date knowledge and experience.

    Deloro Stellite Pension Plan
  • As our Independent Trustee Director, Richard Butcher delivers considerable experience, successfully gained the confidence of the Founder as well as the trust and respect of the remaining trustee directors. Our decision to appoint an Independent Trustee was driven by our concern about the cost of the scheme and its effect on the business.

    Partner and Trustee Director, Nabarro Pension Scheme
  • As Independent Trustee of our Pension Scheme, PTL bring a depth of knowledge, experience, expertise and professionalism to the trustee meetings that we as lay trustees and management representatives cannot hope to emulate and we appreciate their input, guidance and support on all aspects of the subject.

    Standard Group UK Pension Scheme & HR Director, Alliance One International Services Ltd
  • We appointed PTL in 2008. We have found this appointment to be one of the best decisions we have made. It has allowed us to:

    • Free up Senior Management time within the business
    • Negotiate complicated regulatory matters in a pragmatic and commercial manner
    • Reduce our overall visible and ‘hidden’ administration costs
    • Improve the service being received by the scheme beneficiaries

     

    Chief Financial Officer, Esporta
  • PTL brings invaluable professional knowledge and experience to the group, helping us to remain focused and operating in a disciplined manner in accordance with our responsibilities as trustees.

    Trustee, Hertz Pension Plan
  • We have been working with PTL for many years and we have always received an excellent service. A small example of good service from PTL is that we always get a reply to our mails acknowledging receipt of query.

    Trustee, Emhart Glass (1998) Pension Plan
  • When we launched our Master Trust proposition, we felt it was extremely important to appoint an independent trustee, and following a rigorous selection process we were delighted to appoint Pitmans Trustees Limited. Since our launch, we have continued to work closely with PTL and have strengthened our partnership. They are both pragmatic and positive in supporting our evolving developments, whilst still retaining a strong focus on good member outcomes.

    Michael Craig, Standard Life

Please select a client below to read their testimonial

Group Finance Director, Carter Thermal Industries
Continental Landscapes
Finance Manager, London and Quadrant Group
Trustee, Carters Thermal Industries Pension Scheme
Trustee, Carter Executive Pension Plan
Trustee, 2Care
Trustee, Gleeds
Group Company Secretary, VolkerWessels UK Limited
Chairman, W. Grose Ltd
Group Finance Director, Wilfred T. Fry Group
HR Director, Hertz Pension Plan
Group Director (Human Resources), London & Quadrant Group
Deputy Group Finance Director, LV= Employee Pension Scheme
Group Finance Director, Mabey Holdings Ltd
Chairman of the Trustees, The Littlejohn Frazer Retirement Benefits Scheme
Pensions Manager, LV= Employee Pension Scheme
Trustee, Noble Denton Consultants Limited Pension Scheme
Deloro Stellite Pension Plan
Partner and Trustee Director, Nabarro Pension Scheme
Standard Group UK Pension Scheme & HR Director, Alliance One International Services Ltd
Chief Financial Officer, Esporta
Trustee, Hertz Pension Plan
Trustee, Emhart Glass (1998) Pension Plan
Michael Craig, Standard Life