“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.”
“Alex has helped in our dealings with other advisers using his experience of other schemes.”
“Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.”
“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. ”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
Our sole trustee schemes are defined benefit (DB), defined contribution (DC) or hybrid and many face common complexities and challenges, for example:
Taking away the governance, day-to-day operations and cost of a full pension trustee board and replacing it with a skilled, dedicated professional sole trustee can make it a lot easier and efficient for everyone. An experienced sole trustee establishes the right focus and governance, provides wide market knowledge to draw on and ensures an effective working relationship with the pension scheme sponsor.
We have a knowledge sharing, team based approach that ensures at least two named individuals will have a detailed knowledge of your pension scheme. It means someone will always available to respond to queries, manage the advisers and progress trustee business - you are never dependent on one person.
To discuss whether a sole trustee appointment is the right route for your pension scheme, please contact us.
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