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.

Find out more about our people and our company