Independent Trustee Limited

Our Directors fulfil the formal Trustee role on behalf of ITS.

They are likely to be experienced in the industry, professionally qualified with a strong track record at a senior level. Exceptional technical ability goes without saying.

On joining ITS, a Director will be expected to develop their own portfolio of appointments, so industry contacts, high level credibility and influencing skills are essential.

The role is full time, and not for the faint hearted. The recruitment process is demanding.

Trust Officers manage a small team of Trust Associates and Administrators. At each level, the ability to communicate complex issues with scheme members is essential.

As well as people management and workload responsibilities, Trust Officers deal with very complex casework and manage external relationships.

Will have significant wind up and PPF experience, and proven people management skills.

Opportunities at this level are rare.

Responsible for the day to day management of a portfolio of schemes through the PPF Assessment Period, including agreeing and maintaining budgets, delivery of project plans and management of adviser relationships.

Are likely to have at least five years relevant defined benefit and PPF experience. Exposure to the Financial Assistance Scheme will also be helpful.

Provide support to the Trust Associates and Officers by carrying out transactions, completing regulatory returns, and maintaining records of Trustee and scheme activities. This will include ensuring accounts completed within statutory timescales, and maintenance of PPF project plans and Budget spreadsheets.

Will suit either a first job graduate, or a second jobber with some experience of winding up defined benefit schemes. Good opportunities to progress to Trust Associate for the right individuals.

We employ a small number of staff undertaking support activities from PA, secretarial and administrative duties