Client feedback


The work that has been done has been delivered beyond expectations.
Head of Trustee Services
Clare Owen has been a really excellent scheme secretary
When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues
I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.
Dave Strain,
Royal Yachting Association
Highly informative. Having leading professionals deliver the TKU course really adds value.
Jonathan Williams ,
Bangor University
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:

0845 313 0024

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