Secretarial and Governance:Stay on top of your governance

Your meetings: well prepared, well run and properly documented

Dealing with the management headache

The general management of a pension trust can be a headache, particularly with changing regulations. Let our specialist team be your remedy.

Tailored services to support your needs

As the focal point for all specialist advisor services, we create a working harmony between all parties while providing specialist guidance and support, whenever required.

Use us for:

  • General management of the day-to-day operations of your pension trust
  • Arranging your trustee meetings – trustee packs sent two weeks prior and minutes delivered two working days after meetings as standard
  • Advice on legislative compliance requirements and any changes to your pension trust
  • Liaison with regulatory bodies including HMRC, DWP, TPR, as required
  • Management of dedicated online secure portal for pension trust documents and Trustee meeting papers
  • Coordination of the Trustees’ suppliers and advisers to ensure all legislative, regulatory and contractual obligations are met
  • Trustee support and training
  • Arrangement of covenant advisor reviews
  • Budget development and general project management

Make sure you’re fully compliant and up-to-date with the help of our experienced and qualified consultants.



Why choose us?

We apply the same level of care as you would

Get the specialist guidance and support you need. We create a working harmony between all parties and act as a focal point for all specialist advisor services.

  • Privately owned: We are privately owned by our employees and offer a unique no-sale contractual guarantee. This allows us to create unsurpassed stability and certainty for our clients and our people.
  • Independent: We are well placed to get the best from all third-party advisors such as auditors, covenant advisors and legal advisors. Where appropriate we can introduce you to those we trust and recommend.
  • Experience: A dedicated, seven-strong team with an average industry experience of more than 20 years, supported by a client team of ten experts.
  • Bespoke: You won’t get off-the-shelf with us. Our service is designed around your needs to ensure the smooth running of your pension trust.
  • Value: You’ll get exceptional service at a price that’s fair.

Cartwright Pension Trusts Latest News: Dead money? Dashboard costs, is there an alternative? >>

Meet our team

Tony Grist, Commercial Director

Tony Grist: Find out what keeps our Commercial Director busy and meet some of the other members of the Cartwright team

Donna Rawson, Consultant

Donna Rawson: Donna has more than 30 years experience in pensions, find out more about Donna and other members of our team

Robin Pearce, Operations Director

Robin Pearce: Find out more about our Operations Director and other members of the Cartwright team

John Mullally, Group Risk Consultant

John Mullally: Meet our Group Risk Consultant, find out more about John and other members of the Cartwright team

"Thanks for your hard work: we were very impressed with what you achieved in such a short time."


Recent feedback from a Trustee

Would you like to talk to us?

Just call us on 01252 894 883 or use the enquiry form below.

One of our team will be happy to listen and advise on your next step to a secure future.

 

Make an enquiry

Please start by sending us your contact details and a brief summary of your requirement or, if you prefer, call 01252 894 883 to discuss your specific requirements with a member of our team.

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Accreditations and Memberships

Bitcoin Policy Investor in Customers United Nations Paris Agreement Carbon Neutral Commitment UN Principals for Responsible Investing Quality Assurance Scheme and Actuaries Code