Independent Trustee
Case study
Our approach is fundamental – to ensure the security of members’ benefits whilst working with the company to find the most efficient way of funding the scheme. We believe in being constructive not obstructive.
Our trustees have extensive experience dealing with a variety of pension scheme needs and situations;
- Ongoing schemes, either as sole trustee or with other trustees
- Schemes in wind-up
- Schemes in a Pension Protection Fund Assessment Period
- Appointments by The Pensions Regulator
- Temporary appointments covering conflicts of interest
We now also operate a full scheme management outsourcing model where we are appointed as sole trustee and manage the scheme in partnership with the company and members.
In addition to Independent Trustee services, we are also able to provide advice and support in problem cases, give focused trustee training and carry out governance, administration and advisor reviews.