OUR SERVICES

We provide high-quality independent trustee, secretarial and governance services to pension schemes of all types and sizes throughout the UK. Our focus is on safeguarding member rights and interests, ensuring they receive their full benefits when due.

We take a collaborative approach to scheme management, aligning the aims and interests of sponsors and trustees. Our services are usually provided on a fixed-fee basis covering all scheme requirements over a three-year valuation cycle, including new legislative and regulatory requirements. We also support an AAF 02/07 external audit, ensuring we operate to the highest standards on behalf of our clients and scheme members. If you would like to see a copy of the report, please contact us.

PROFESSIONAL, INDEPENDENT PENSION TRUSTEES

As professional pension trustees, we are able to support all types of pension schemes, including defined benefit, defined contribution and hybrid schemes.

A summary of our core services is shown below.

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SOLE TRUSTEE

We can accept appointment as sole corporate trustee, reducing the risk of conflicts and working collaboratively with the employer to maintain governance standards.

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CO - TRUSTEES

Where required, we can be a co-trustee, alongside those already in office. Our experience and expertise would support and provide comfort to any lay trustees.

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SECRETARIAL SERVICES

Providing secretarial services such as preparation of meeting packs, minutes, and liaising with advisers and scheme members.

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SCHEME CLOSURE

Developing plans for the closure or winding up of solvent schemes and securing the liabilities after considering the range of options available.

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INTERIM ROLES

For particular projects such as corporate transactions, scheme mergers or complex funding negotiations under the scrutiny of the Pensions Regulator.

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CONFLICT MANAGEMENT

Providing an independent view when there is a conflict between other trustees, or between the trustees and the sponsor over investment strategy or scheme funding.

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