Enhanced Advice for Employers, Trustees and Advisers
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Legislation has meant that trustees need to raise their game. More and more trustee boards have started to recognise the benefits of bringing an expert on board, not as an adviser, but as part of the team.

Independent Trusteeship: Issues for Trustees

  • Pensions Act 2004 increases the burden on trustees
  • Trustee Knowledge and Understanding requirements
  • increased awareness of the benefits of having an Independent Trustee
  • Increase in the number and type of organisations offerring IT services
  • increased focus on consultation and negotiation with employers



Independent Trusteeship: "Taking over" or "Keeping on track" ?

  • bringing expertise to the table

Our many years spent advising trustees (and listening to other advisers) allows us to add expert and relevant skills to your trustee team

  • training

We can provide training courses for the novice or the expert, and for the many who lie in between these extremes.

  • non-adversarial approach...

We don't seek to dominate proceedings.
We don't seek to embarrass advisers with "clever" questions
We don't seek to pick unnecessary fights with the employer

  • ...but no soft touch...

We do steer lay trustees in the right direction
We do challenge advisers if they fail to deliver or overcharge
We do ensure that employer negotiations are robust, well thought out and demonstrably reasonable

  • help with selection

We have worked with many providers of IT services and can advise trustees on selection, shortlists and "beauty parades"