“Mike is a great secretary. He does a really good job for us.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find HR Trustees has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.”
“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“We are extremely pleased with the appointment we made. The way Ian and Kerry react to us and work with us is brilliant. We are very happy.”
Alex deals mainly with ongoing schemes and his appointments include chair of trustees, member of a trustee board and as a sole trustee. He is a member of our management board.
Alex has extensive pensions industry experience, including more than 20 years as a professional trustee. He started at James Hay Pension Trustees looking after executive pension schemes (SSAS, FURBS etc), moving on to gain defined contribution (DC) experience with Winterthur Life.
Alex acts as a trustee for a range of ongoing schemes, predominantly defined benefit (DB) but also DC and hybrid arrangements. He has dealt with most circumstances and many industry sectors, including: regulatory bodies, hotel & leisure, universities & schools, defence contractors, media & technology, automotive & rail, health & social care, manufacturing, publishing, pharmaceuticals, textiles, housing associations and legal practitioners.
In his spare time, Alex suffers the slings and arrows of outrageous fortune on the golf course and still plays a bit of cricket on a Sunday, provided he can be sure of a good tea.
17 Aug 2018
This case study looks at how we were appointed as sole trustee for a pension scheme where relationships between the trustees and employer had...
9 Aug 2018
The work of a pension trustee never really stops. Even during the summer when the rest of the world seems to pause, at least for a few weeks, we...
3 Aug 2018
A fair proportion of our recent prospective pension trusteeship clients have been talking about fiduciary management. Many seem keen to consider...