Our Services

  

We act as independent trustees of:

 
  • All types of ongoing pension schemes (DB, DC, open, closed)
  • Private and Public sector schemes
  • Schemes being wound-up (including schemes in the PPF’s assessment period)
  • Employer Financed Retirement Benefit Schemes (EFRBSs)
 
We are happy to serve as:
 
  • A member of trustee boards
  • A member of sub-committees
  • Chair of boards and sub-committees
 
Our services include:
 
  • The Sole Independent Trustee service
  • Governance Committees of contract-based DC schemes
  • Temporary appointments to assist with special situations
  • MND/MNT selection committees
  • Adviser selection committees
  • Governance reviews
  • Trustee training and development
  • Conflict and dispute resolution
  • Scheme Secretarial Services
  • Expert Witness Service

 

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