Why Choose PTL?

People – our people are our strength. We aim to attract and retain the best. We make a point of employing people of differing character. This means that we have someone who can fit into any client relationship.

Team – we work as a team on all appointments. A client director, a manager and an assistant. All members of the team are expected to have a relationship with the client. This means that we are accessible and can work efficiently.

Diverse – the team come from varied backgrounds giving us a rare breadth and depth of knowledge and experience.

Outcome focussed – our aim is to help our clients identify their strategic objectives, the different ways of achieving them, the best route right now and then to execute that strategy. We want to help our clients fix their problems not just contain them.

Hands on approach – we want to be actively involved. We want to take as much work away from you as you want to delegate.

At the centre – we are heavily involved in the industry, sitting on a number of bodies and are an active contributor to public debate on issues. This means that:

  • Through us our clients have a voice in the formation of the policy and regulation that affects them.
  • We have early warning of what is coming, giving our clients more time to prepare.
  • We gain a “coal face” understanding of regulation and policy which means, in turn, that we are better able to help our clients comply or mitigate

Award winning – we and our clients have won awards for our innovation and delivery. Including:

  • Winners of the Professional Pensions Trustee of the Year Award 2006
  • Highly commended in the Engaged Investor Trustee of the Year Award 2010
  • Winners of the Pension and Investment Provider (PIPA) Independent Trustee of the year Award 2011
  • Highly commended in the Engaged Investor Trustee of the Year Award 2011
  • Winners of “Independent Trustee Firm of the Year” at the Pensions Age Awards 2014
  • Winners of “Independent Trustee Company of the Year” at PIPA 2014
  • Winners of “Independent Trustee Company of the Year” at PIPA 2015
  • Winners of "Independent Trustee Firm of the Year" at the Pensions Age Awards 2016