Professional Trusteeship
Working together with employers, trustees and advisers to help pension schemes achieve their objectives. Providing independent trustee services for over 20 years to both Defined Benefit and Defined Contribution schemes. We understand what is needed to help deal with even the most complex situations in a practical and cost effective manner.
Pragmatic and
Professional Pension Trustees
Managing a pension scheme can be complex and time consuming for senior management. As a professional trustee, we decode the complexities of the pension language to help drive good decision making and make your life simpler whatever your scheme’s objectives. As professional trustee we:
- Bring a strategic focus to the delivery of agreed objectives.
- Make the best use of your budget by adding our practical experience to problem solving.
- Support our fellow trustees in reaching well informed decisions and supporting scheme members.
We believe a strong, supportive employer is the best outcome for members, so we see a core part of our role is to build strong relationships with the Company, as well as our co- trustees and scheme advisers. We work with you to agree and deliver an effective business plan that brings together both long and short-term objectives.
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Not every pension scheme requires the expertise of a professional pension trustee on an ongoing basis. A short-term appointment can be the right choice when there are specific areas of conflict or specialist knowledge required. You can access our expertise on an interim basis to support your trustee board through a variety of complex situations – such as sponsor negotiations, company restructure, valuations or detailed Regulator discussions. An interim appointment can be a smart, cost-effective way to deal with difficult pensions situations effectively.
Whatever type of trustee appointment you choose, you can be assured of the quality of our service. Our internal governance processes are audited annually and we have partnered with Knowa, the award winning platform to help set the foundation of our quality assurance framework.
We ensure that our professional trustees work with a limited number of appointments so that they can give the required time and focus to each scheme’s needs. Whether appointed as Chair, co-trustee or as Sole Trustee, we assign a second experienced trustee to provide peer review and keyman cover. This means that you can rely on always having access to an experienced trustee familiar with your pension scheme.
