Our Objectives, Philosophy and Values
Our objectives, philosophy and values are characterised by our:
Professionalism - a 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.