Our Objectives, Philosophy and Values

Our objectives, philosophy and values are characterised by our:

Professionalism - a full-time professionally qualified and experienced team operating from the same office.

Independence – specialising in trusteeship with no other services to promote to pension schemes.

Reliability and continuity – a corporate structure supporting individual involvement whilst also providing continuity.

Experience – of over 200 schemes with a full range of trustee bodies, benefit structures and investment management and administration arrangements.

Knowledge of governance and regulation – dealings with all the main actuaries, lawyers, investment consultants, fund managers, scheme administrators and wide-ranging contact with the Pensions Regulator.

Constructiveness – in working together with co-trustees from different backgrounds.

Cost effectiveness – a wide practical experience of investment, actuarial, corporate finance, pensions management, control and administration arrangements which can improve quality and reduce costs.

Flexibility – our ability and capacity to adapt to changing circumstances.

Innovation – introducing new ideas and concepts to our schemes to further promote efficiency and effective governance.
 

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