Trustees have always had a challenging role, but changes in legislation seem to have made the role ever more complex. Some of these changes (e.g. Pensions Act 2004) have insisted that trustees raise their game. Experienced and effective advice is essential if trustees are to face the new world of pensions successfully.
Working with Trustees
- independent second opinion
- review of advisers
- advice on Member Nominated Trustees
- Independent Trusteeship
- asset allocation and investment solutions
- compensation advice
- Scheme Actuary appointments
- Employer Covenant Review
How We Help Trustees to Meet their Challenges
- independence
We are not tied to any providers, consultants or advisers. Trustees can be sure that our advice will never be compromised by other considerations..
- agreed scope and costs
We will discuss this with you at outset and, should any revisions be needed, these will be agreed with you. You will not face any nasty surprises.
- experience
We have many years' experience in advising Trustees, both as consultants and as Scheme Actuaries.
- clear, demystifying approach
"Smoke and mirrors" abound within the world of pensions. Sometimes they mask inadequate or woolly advice. We take the view that, if our clients struggle to follow what we tell them, then we have failed.
- links to other advisers
We operate entirely independently. We do not, however, operate in a vacuum. We are well-networked with IFAs, solicitors and administrators.
