Scheme secretarial services
Meet our specialist scheme secretaries
What makes a good trustee secretary?
- The ability to handle diverse legal and compliance requirements!
- excellent organisational & project management skills
- ability to communicate effectively and diplomatically
- excellent working knowledge of pensions legal & regulatory compliance requirements
- ability to think strategically
Finding this range of skills and abilities in-house can be difficult – and an independent pension secretary can also recognise and manage potential conflicts of interest. It’s no surprise many employers and pension trustees see an outsourced pension scheme secretary as an attractive solution.
UK pension schemes must comply with lots of legislation, which can be difficult for trustees to stay on top of. As a result, the role of a pension trustee secretary has become extremely important. It needs someone with a diverse skillset, expert knowledge and ability to communicate effectively.
Our experienced, personable scheme secretaries enable trustees to use their valuable time to concentrate on important strategic issues whilst being confident their pension scheme is well managed. We:
Support & guide trustees
Implement their strategies
Ensure compliance & achieve good governance
Effectively manage pension scheme budgets & advisers
Vidett trustee secretarial services
Our pension secretariat service is tailored to the needs of each pension scheme, adding value by:
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supporting effective pension trustee decision making
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helping pension trustees develop best practice governance
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ensuring trustees get the best value from scheme advisers
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identifying & mitigating key risk areas, finding effective solutions
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improving communication to strengthen engagement with members
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managing training & development to build a strong trustee board
The benefits can be further enhanced by using our additional services, such as adviser reviews, member communications and trustee board effectiveness reviews. See our service flyer for further information.
In this case study, the trustees decided not to obtain an independent covenant review, but needed help documenting their own assessment to formally record their considerations and evidence. Read the case study to see how we helped.
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