We are a market leading and award winning provider of independent governance services. If an entity has a constitution we can act as independent governor, director or trustee. We can act alone or as part of an existing board. We also provide support services including secretarial, document storage, compliance audit and training.
We are specialists in work based pension schemes. We act for defined benefit and defined contribution trust based schemes and for contract based schemes such as group personal pension plans.
- Alternative Governance Structure (AGS)
- Buy out Service
- Charity Unit
- Contract Based Pension Governance
- Claims Handling Service
- Expert Witness Service
- Funding Negotiation Service
- Governance Audit Services
- Governance Committee Training
- Group Life Master Trust
- Independent Pension Trustee
- Observed Trustee Meetings
- Non-Pension Trusteeships
- Pension Scheme Budget Control Service (PSBCS)
- Pensions Managers
- Secretarial Service
- Section 615(6) Schemes
- Temporary Trustee Service
- 3 for 3 for Free
Independent Pension Trustees – Advising Employers
Every business is unique. Therefore, our solution will always be tailored to your culture, style, needs and challenges.
Our approach is to be pragmatic, personable and professional.
Being pragmatic is important. No two situations, no two problems are the same. Our pragmatic approach allows us to find sensible, common sense solutions that meet the need of all parties. A pragmatic approach is also a more cost effective approach.
Being personable is important. We all spend a lot of time working. It makes life more pleasant and work more bearable if our working relationships are friendly, warm, open and constructive. We build teams that will serve each client around that client’s needs and preferences.
Being professional is important and should be a given. The characteristics of professionalism we consider particularly important include being trustworthy, being an expert in our field, working to the highest standards, behaving ethically and fairly, observing clients confidentiality and treating all clients, colleagues and others we contact in our work with consideration.
Our approach is to be collegiate, to work as part of a team with our clients and their other advisors. We aim to identify your objectives, establish how to achieve it and execute the resultant strategy.
Our approach is to be creative. The best approach to a matter or solution to a problem is not always the most obvious or established. We encourage our team to innovate externally for our clients and internally for PTL.
Please contact our team who will be happy to discuss our services