“They deliver above expectation when the scheme has a particular challenge.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“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.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“In any major corporate transaction, time is of the essence. HR Trustees’ pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
Our sole trustee schemes are defined benefit (DB), defined contribution (DC) or hybrid and many face common complexities and challenges, for example:
Taking away the governance, day-to-day operations and cost of a full pension trustee board and replacing it with a skilled, dedicated professional sole trustee can make it a lot easier and efficient for everyone. An experienced sole trustee establishes the right focus and governance, provides wide market knowledge to draw on and ensures an effective working relationship with the pension scheme sponsor.
We have knowledge sharing, a team based approach that ensures at least two named individuals will have a detailed knowledge of your scheme and its activities. This ensures that, at any time, there are team members available familiar with your scheme available to respond to queries, manage the advisers and progress trustee business.
To discuss whether a sole trustee appointment is the right route for your pension scheme, please contact us.
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