Adding value

How do we add value for our clients?

People – our people are our strength. We aim to attract and retain the best. We make a point of employing people of differing character. This means that we have someone who can fit into client relationships.

Team – we work as a team on all appointments. A client director, a manager and an assistant. All members of the team are expected to have a relationship with the client. This means that we are accessible and can work efficiently.

Diversity – the team come from varied backgrounds giving us a rare breadth and depth of knowledge and experience.

Outcome focussed – our aim is to help our clients identify their strategic objectives, the different ways of achieving them, the best route right now and then to execute that strategy. We want to help our clients fix their problems not just contain them.

Approach – Our approach is active involvement. We want to take as much work away from you as you want to delegate.

At the centre – we are heavily involved in the pension industry, sitting on a number of bodies and are an active contributor to public debate on pensions issues. This means that we can represent our clients view point in debate on regulation and policy. It also means that we can give our clients early warning of what is coming, giving more time to prepare.

Why Appoint an Independent Trustee?

The benefits of appointing an Independent Pension Trustee are:

  • We can help in managing and mitigating conflicts of interest
  • We free up our clients
  • We reduce the burden of the increasing complexity of legislation and the risks of potential penalties
  • We can assist in acquiring and maintaining the knowledge and understanding
  • We can lead or assist in negotiations
  • We can simplify governance

Over the past few years, the Pensions Regulator has encouraged organisations to appoint the services of independent pension trustees. This avoids conflicts, ensures best practice and frees up internal resource.

Specialist Areas

Our diversity sets us apart from other Independent Trustee firms. Our team come from varied backgrounds giving us a rare breadth and depth of knowledge and experience. Among our team, all of whom are pension professionals, are members of the Pensions Management Institute, the Chartered Insurance Institute, the Association of Pension Lawyers, the Institute and Faculty of Actuaries and the Association of Business Recovery Professionals.