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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'A Different Perspective'

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