Client feedback


Thanks for all your help!
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
Very professional and engaged service.
Danny Nussbaum,
HR Director, Volvo
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
The Trustee training was very interactive and the presenters were engaging - thank you.
Nick Marsh,
Comet Pension Scheme
So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.
Paul Rudd ,
Chairman of Trustees, Express Newspaper
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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