We help pension trustees run their scheme efficiently by providing a dedicated, experienced resource to:
This enables trustees to use their valuable time to concentrate on important strategic issues, whilst feeling confident their pension scheme is well managed.
Learn more about the benefits of appointing a professional trustee secretary for your pension scheme:
Watch 'The benefits of a professional pension scheme secretary' on Vimeo
We tailor our pension secretariat services to the needs of each pension scheme, delivering value by:
Our trustee secretary service is further enhanced by our range of additional pension scheme services, such as adviser reviews, member communications and trustee board effectiveness reviews.
With diverse legal and compliance requirements, performing the role of secretary to a trust-based pension scheme well requires:
Finding this range of skills and abilities in-house is becoming harder. Combine this with the increasing importance of having an independent pension secretary who can help recognise and manage potential conflicts of interest, it’s no surprise many employers and pension trustees are now looking for an outsourced pension scheme secretary.
Whether you simply want us to organise, attend and produce minutes for pension trustee meetings or need a full pension scheme secretarial service; why not contact us to find out how our specialist pension secretaries can help you?
Value for members assessments - what trustees need to do
How technology is streamlining decision making
Smooth operations
Do we value trustee secretaries enough?
How effective is your pension trustee board?
Delivering interim secretarial support
Big pension schemes: the view from our trustee secretaries