Trustee executive services for pension schemes

Meet our trustee executive services specialists

An effective pension trustee board is one that can focus on strategy and governance. If your trustees are getting bogged down in detail, we can help.

We support pension trustees by looking after all day-to-day activities, effectively managing trustee priorities and ensuring your pension plan runs smoothly. We do this through:

  • improving efficiency
  • sharing our expertise & market knowledge
  • ensuring operational excellence
  • cost effective delivery
  • getting things done

Demands and complexity are increasing and availability of experienced in-house resource diminishing. This means the pension trustee support role is increasingly outsourced to a specialist like us. See below for further information, or download our service flyer today.

Tailored trustee executive services to meet the needs of your pension scheme

We provide expert, valuable and accessible support by:

delivering exceptional management of trustee meetings

maintaining compliance with comprehensive policies & procedures – including meeting new general code requirements

proactive forward planning & prioritisation of actions to maximise efficiency

ensuring transparency on actual expenditure against agreed budgets

building effective relationships with pension trustees, advisers & other key stakeholders

keeping pension trustees up to date with legal & regulatory changes

providing specialist advice on pension scheme governance & operational matters

providing people with the skills & experience you need at the time you need them – for example, expert project support

This case study looks at the way we helped this client’s pension trustees by leading pension scheme operations, looking after all day-to-day activities, effectively managing trustee priorities and ensuring the plans run smoothly.

It also looks at how our team ensures the pension trustees benefit from transparency and cost efficiency.

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