Governance technology

Secure, streamlined governance tools for pension trustees, scheme secretaries and pensions managers.

As professional trustees and pension scheme secretaries, we know the real value governance technology can bring by improving efficiency in pension scheme management. Stronger security, easier information sharing and improved collaboration strengthens all aspects of pension scheme governance from producing trustee meeting packs and holding virtual meetings to progressing and monitoring actions between meetings and managing pension projects.

For our trustee and scheme secretariat clients, we offer a secure, integrated governance solution, including:

• online trustee meetings packs accessible on all types of device
• the ability to share thoughts and comments before, during & after meetings
• virtual trustee board meetings
• easy to use library for access to all key pension scheme documents
• pension scheme governance & compliance task and activity tracking
• online collaboration to share information and progress tasks between trustee board meetings
• bespoke automated workflows to streamline tasks such as approval processes
• pension project management
• access for pension scheme advisers in line with your permission requirements
• strong data protection & security – ideal to help GDPR compliance

We deliver this through the Microsoft Teams platform with integrated applications for managing trustee meetings, management information reporting and automating workflows and approvals including electronic document signing.

Why not get in touch to find out how we can help you improve efficiency and make better use of governance technology for your pension scheme? We always like a chat.