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Why Us?

Here are some questions you should ask yourself about your existing scheme trustees when considering the appointment of an independent trustee.

  • Do all of your trustees have confidence in their ability to carry out their roles?
  • Do they know about their powers as well as their duties and responsibilities?
  • Do they understand the importance of the  employer covenant and its significance in funding and investment strategy?
  • Do they fully understand the advice from their advisers and through discussion participate fully in decision-making?
  • Are advisors constructively challenged?
  • Can they recognise conflicts of interest and deal with them?
  • Are they sufficiently familiar with their own trust deed and rules?
  • Does a robust trustee business plan exist, detailing key events and what activity needs to happen by when?
  • Does the same governance apply to your pension scheme in the same way it applies to your company?

If the answer is no to any of these questions, a professional independent trustee will help you, your trustee board and ultimately your scheme members. There really has not been a better time to consider appointing a professional independent trustee.