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Ongoing Trusteeship

Alongside the key benefit of risk reduction to the trustees, the scheme and ultimately the employer, an independent trustee - and ITS in particular - can:

  • Bring the confidence of impartiality to scheme members
  • Act as sole Corporate Trustee perhaps to assist in a change programme for the pension scheme arrangements where schemes are being amended, closed or merged 
  • Act as Chair of Trustees
  • Work with co-trustees (be they Company or Member Nominated) to add experience to a new Trustee Board
  • Advise on corporate activity that could weaken or strengthen the employer covenant
  • Work around situations of actual or potential conflict of interest
  • Plan and manage the trustee duties, particularly around tPR notifiable events
  • Remove the risk from time-pressured decision making
  • Work alongside and challenge (when appropriate) other advisors to the scheme
  • Manage the funding and investment strategy so that the risks are acceptable to the sponsor and the trustees
  • Provide Scheme secretarial services