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Consultancy services using our experience of one of the UK's largest pension schemes.
The experience of considering consultants, their presentations and performance, gained over 16 years as a trustee has given our director the key skills to help you present the information trustees need from their consultants and add value to your business.
Knowing the questions trustees ask, we are able to review and improve your: Presentations to trustees Documentation to trustees.
Client satisfaction and perception surveys: What do your trustees want from their consultants? How do they see your style and presentation? Why did you win or lose a mandate?
Improving the links between you & your trustees: How to create a special relationship with your trustees. How to become the consultants of first choice. Review and improve your presentations to trustees:
How trustees see your style and presentation. Do trustees understand complex issues? Do you use too much jargon? How do they rate your people? Does it give confidence in you?
Review & improve your documentation to trustees: How trustees see the format and content of your documentation. Are the important issues on the first page? Will the trustees understand? Is it too long? Are you getting your message over?
Client satisfaction and perception surveys: A "no holds barred" picture of your client's views. What do your trustees want from their consultants? What you can do better in terms of the relationship. Detailed analysis of the replies. Presentation of the report to your key people.
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