As the pressure upon Trustees increases within a complex pension industry, so does the pressure on their time. Especially as many have other demanding responsibilities.
Many Trustees we work with find it invaluable to delegate many of their Trustee administration duties to us - allowing them to concentrate on their key responsibilities.
We welcome the opportunity to act in the key role of Secretary to the Trustees, to liaise on behalf of the Trustees with regulatory bodies, third parties and importantly with the members. This enables Trustees to focus on the important issues, whilst retaining the confidence that the scheme will continue to be managed to the highest professional standards.
We believe that our job is to keep Trustees well advised, fully informed of their obligations, and protected. For example, we don’t just give you advice - we make it practical and pragmatic. When a decision is required, we don’t just give you the options - we give specific recommendations based on our knowledge of your scheme, its size and the overall regulatory framework.
We can provide a full range of support services for Trustees, and we can tailor a package to meet your specific requirements. This includes the following...
Arranging Meetings
Preparation of papers
Attending meetings
Preparation of minutes
Preparation of points of action
Follow up of points of action
Comprehensive record keeping
Overall governance review
Annual working agenda
Annual checklist
"We welcome the opportunity to act in the key role of Secretary to the Trustees, to liaise on behalf of the Trustees with regulatory bodies"
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