Client feedback


​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.
Katherine Breading,
Tyser
​They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.
Paul Rudd,
Express Newspapers
​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.
Katherine Breading,
Tyser
​Mike is a great secretary. He does a really good job for us.
Clare Cairns,
Campden BRI Group
The work that has been done has been delivered beyond expectations.
Head of Trustee Services
So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.
Paul Rudd ,
Chairman of Trustees, Express Newspaper
image for Escrow agent  | Independent third party | Escrow accounts

Escrow agent

Funds sometimes need to be set aside (in ‘escrow’) under the control of more than one party to be used in specific circumstances.

In the pensions context, the account would hold monies paid by the pension scheme sponsor. Funds are protected and would only be released to either the pension scheme or the employer when certain pre-agreed trigger points are reached. Escrow accounts are often used at the time of a corporate acquisition or disposal to help manage risk and deliver certainty and security.

We act as an independent third party managing both pension and non-pension escrow accounts.

Why use a third party to manage an escrow account?

In addition to handling all fiduciary duties and managing the receipt, investment and payment of funds, an added advantage of an escrow account managed by a third party is that the funds will be preserved in the event of an insolvency.

To learn more about escrow accounts and our escrow agent service, please contact us.

Speak direct to our specialist in this area

Picture of Colin Marsh Client Director at HR Trustees

Colin Marsh

Client Director

Or call us on:

0845 313 0024

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