“Kat & Jason are very good at making it happen – they just take care of it.”
“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.”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“Edwin’s working to ensure the other trustees get involved. Last year he took more of a leading role, which I was very grateful for. He is well organised and proactive. Feedback from external advisers has been good. ”
“Brilliant to work with - inspiring confidence that risks are anticipated and well-managed, and adding huge value by sharing expertise and best practice.”
Market trends
Wednesday, 9 February 2022
This case study looks at how we defined a four stage master trust selection and transition process and our top tips to help combat the common issues and challenges that, as professional trustee, we have been faced with during master trust exercises.
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Vidett is a trading name of Vidett Governance Services Limited, Vidett Trust Corporation Limited & Vidett HRT Limited
Registered in England and Wales numbers 3021321, 10842337 & 745598
Registered office: 3rd Floor Forbury Works, 37-43 Blagrave Street, Reading, RG1 1PZ