“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
“The work that has been done has been delivered beyond expectations.”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“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.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
The role of secretary to a trust-based pension scheme is equivalent to a company secretary, and comes with similar diverse legal and compliance requirements. To perform the trustee secretary role well today requires a combination of:
Finding this range of skills and abilities in-house is becoming harder to achieve. Combine this with the increasing importance of having an independent pension secretary who can help recognise and manage potential conflicts of interest, it’s no surprise many employers and pension trustees are now outsourcing the pension secretary role.
Learn more about the benefits of appointing a professional trustee secretary for your pension scheme:
We help pension trustees run their scheme like an efficient company by providing a dedicated, experienced resource to support and guide them, implement their strategies and manage their budgets and advisers. This enables trustees to use their valuable time to concentrate on important strategic issues, whilst feeling confident their pension scheme is well managed.
We tailor our pension secretariat services to meet the needs of each pension scheme, delivering value to clients by:
Our highly trained and experienced pensions professionals provide both peace of mind and high quality operational support. We know what makes a difference, and this enables us to identify and mitigate key risk areas and find effective solutions. Our secretary to the trustees service is further enhanced by our range of additional pension scheme services, such as adviser reviews, risk reviews, member communications and trustee board effectiveness reviews
Whether you simply want us to organise, attend and produce minutes for pension trustee meetings or need a full pension scheme secretarial service; why not contact us to find out how our specialist pension secretaries can help you?
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