Client feedback


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.
Jonathan Williams ,
Bangor University
Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.
Ian Edwards,
Chair of Trustees, Comet
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues
Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.
Mark Berry ,
RM
Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.
Angela Clayton,
Accent Group
Extremely personable and professional.
Kelly White ,
Tussauds
image for Escrow agent  | Independent third party | Escrow accounts

Escrow agent

Funds sometimes need to be set aside (in ‘escrow’) under the control of more than one party to be used in specific circumstances.

In the pensions context, the account would hold monies paid by the pension scheme sponsor. Funds are protected and would only be released to either the pension scheme or the employer when certain pre-agreed trigger points are reached. Escrow accounts are often used at the time of a corporate acquisition or disposal to help manage risk and deliver certainty and security.

We act as an independent third party managing both pension and non-pension escrow accounts.

Why use a third party to manage an escrow account?

In addition to handling all fiduciary duties and managing the receipt, investment and payment of funds, an added advantage of an escrow account managed by a third party is that the funds will be preserved in the event of an insolvency.

To learn more about escrow accounts and our escrow agent service, please contact us.

Speak direct to our specialist in this area

Picture of Claire Teagle Divisional Director at HR Trustees

Claire Teagle

Divisional Director

Or call us on:

0118 207 2900

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