A FTSE250 company, a charitable trust, and a co-operative society have little in common. Apart from professionalism nor does our approach to being a Trustee of their pension schemes.
At the core of our beliefs is that each client is unique, and understanding the culture of the scheme and the sponsoring employer is just as important as the cold facts and figures.
We do not offer off the peg or packaged solutions. Some appointments are governance based and "care and maintenance" in nature, while others present specific and immediate challenges. While we use the extensive experience of our Directors to help Trustee bodies in their decision making, we always treat individual issues on their own merits, and address the questions that are actually being posed.
Each appointment is very different, and we categorise them into four broad categories.
Within our ongoing portfolio, many of our clients are closed to future accrual, and either considering or undertaking risk and liability management measures. Further, we act as sole trustee on an increasing number of our clients where that is the employer’s preference, and we expect this trend to continue.
Just as the nature of our clients varies, so does the way in which we charge them, and we are happy to discuss a mutually agreeable basis with each client.