Defined Benefit and Hybrid Schemes
We provide independent trustee services to all forms of DB and hybrid schemes, both in the private and public sector, be they open, closed, frozen or being wound up.
Our services include chairmanship of trustees, co trusteeship, and/or membership of investment or other committees.
Defined Contribution Schemes
Trusteeship and governance of DC schemes is now high on the agenda of both sponsors and the Regulator.
We offer the full range of DC governance services, including trust based, master trusts, insurance company IGCs and governance of contract based DC arrangements.
We have a DC Forum among our Client Directors that focuses on DC market developments and requirements.
Sole Trusteeship
We believe we are the largest supplier of sole trusteeship services in the UK, with over 50 clients across the country.
Supported by our robust trustee support and governance platform, our sole trustee service provides reassurance to all stakeholders that members’ interests are protected as the scheme follows its journey plan, be that to self-sufficiency or buy out and wind up.
Special Situations/Interim Appointments
Pension schemes often face a one off, special situation that requires specialist experience and expertise for an interim appointment. This may relate to a scheme merger or closure, a tricky valuation cycle or covenant review or provider procurement review. We can bring the breadth and depth of our expertise to bear to help you meet your objectives.
An increasing number of our clients are developing journey plans for their schemes which involve derisking, be that to self-sufficiency or buy out and wind up. We have significant experience of developing and implementing such strategies, often to tight timeframes.
Scottish Pension Trustees
Scottish Pension Trustees serves the Scottish market place in all aspects of independent trusteeship.
Scottish Pension Trustees is the only major trustee firm operating independently of any legal or other firm to provide services tailored to Scottish based schemes.
Trustee Secretarial and Support Services
Our dedicated trustee secretarial and support services team, based in Nottingham, can manage all your governance and compliance issues. They support our Client Directors to ensure that they deliver a governance framework in line with regulatory requirements and best practice.
Our team is also able to act as secretary to the trustees. We can help manage your meetings, and your advisers, to ensure that you can concentrate on your business obligations and commitments.
Acting as secretary to the trustees, we can manage the governance aspects of your scheme effectively and efficiently on behalf of the trustees.
