LISA, NOV 24
“Exceeded massively.”
1 Reply:
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Reviews 1264
4.51
5 *
735
4 *
442
3 *
73
2 *
10
1 *
0
“Exceeded massively.”
“Good team.”
“Errors in CT calculations.”
“Smooth and transparent process. We agreed to shorten this year’s timeline which went as planned.”
“Still too early in relationship.”
“Responsive, accounts signed ahead of time despite some complexities this year. “
“Quality of work good. Could be more proactive on comms for relevant legislation changes. “
“Prompt and professional audit.”
“As was communicated during our last audit, the outsourcing experiment with South Africa didn’t work. Whilst we were also slow on our side going through a deep restructure it did not help having less able and qualified people on the audit – response times were slow and proactiveness was lower. This was in contrast to prior year audit experiences.”
“Good auditors.”
“Very easy to work with, communication on how far along the process we are could be improved slightly but I’m being picky.”
“Happy with process and staff. We try to address each area that was highlighted in the previous audit, year on year, but there always seems to be something additional. Obviously this is what audit is for given changing regulations, but it sometimes seems like the goalposts move.”
“Very smooth 23/24 audit, picked up the key issues.”
“The audit felt more protracted this year (lots more email flying around) but not the end of the world. “
“Audit process went well as can be. Only part that I felt slightly disappointed on was when the representative joined the Trustee meeting to report on progress / queries, they didn’t appear prepared. I understand this person is no longer at Cooper Parry so don’t expect this to be on ongoing problem.”
“You have made it your business to fully understand the Pension Plan whilst developing a great relationship with the Trustees, the Plan Secretary and the Plan Administration Finance team. The Trustees enjoy working with you and have complete confidence in your professional, pragmatic and friendly approach to the service provided.”