Professional Trusteeship
We can assume as much of the governance workload as required to free you up to focus on your business, as well as bringing extensive expertise and experience to the trustee board.
We act as independent professional trustee to Defined Benefit (DB), and Defined Contribution (DC) pension schemes as well as large pre-need funeral trust regulated by the Financial Conduct Authority (FCA) along side large bare corporate trusts.
Widely experienced across multiple industries, we can deliver a service that reflects your individual requirements and achieves good outcomes for scheme members and sponsors.
We understand that a positive and collaborative working relationship between the trustees and the sponsor/settlor is key to success. We will constructively engage and challenge the trust’s advisers to enhance decision making, budgeting, and time management.
Chair of Trustees
We offer a wide range of pension expertise, comprehensive technical understanding, and essential interpersonal skills needed for high-level performance. We bring enthusiasm, gravitas, foresight, and leadership to enhance the effectiveness of your trustee board.
Professional Corporate Sole Trustee
We possess considerable expertise in sole trusteeship, adeptly managing the transition from conventional trustee boards to the sole trustee/corporate trustee framework.
Our professional corporate trustee services are founded on a rich history of experience, providing strong governance, efficiency, and clear communication with both sponsoring employers and scheme members.
Defined Benefit Pension Schemes
Proficient in Defined Benefit funding, investment strategies, integrated risk management, and adviser oversight, our goal is to safeguard members' benefits promptly and cost-effectively for the sponsor.
Defined Contribution Pension Schemes
We have a demonstrated history of enhancing value for members in single-employer Defined Contribution schemes, driving effective stakeholder engagement, ensuring legal compliance, reducing risk, and implementing suitable default strategies.
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