“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“Wish I'd had the opportunity to do the Trustee training course sooner! ”
Mark acts as a sole trustee and in arrangements as part of a wider trustee board.
Mark has been involved in independent pension trusteeship for many years, starting with Barclays Corporate Trustees in the early nineties. He originally joined them in 1980 in a pension administration role.
Mark moved to Royal Exchange Trust Company (a trustee subsidiary of GRE and Axa), then Capita Fiduciary. In each role, he led or supported the trustee relationship for schemes of differing sizes, sponsor types and situations. He has first hand experience of changes in regulation over that time, together with the corresponding increase in pension trustee responsibility and liabilities.
Mark joined us in 2009. Having been involved with over 100 different schemes to date, he is well placed to understand the different needs and dynamics of pension schemes and their sponsors, including the importance of a sound scheme governance structure.
Mark has extensive knowledge of the advisory market and is skilled at selecting the best set of advisers to ensure successful outcomes for a particular scheme.
Qualifications: Associate of the Chartered Insurance Institute
15 Sep 2020
Whether you have returned to the office now for a couple days a week or still working from home, how many more webinars have you attended since...
9 Sep 2020
I’m privileged to act as both an independent trustee and a professional scheme secretary. Although the roles are quite different, I find each...
4 Sep 2020
In this Professional Pensions article, Stuart looks at whether the impact of Covid-19 is hastening or reinforcing the role of member nominated or...