Pension Scheme Trustee

Acting as a Trustee of a Pension Scheme can, at times, seem like a full time profession. In fact, for many of the growing ranks of professional trustees, it is nowadays. What hope then for the employee or Director who is passed the poison chalice that is being a trustee of the company pension scheme?

One Finance Director summed up well the effect that increased legislation, governance and trustee knowledge had on his business when he said it had become:

“An £80m pension scheme with a manufacturing subsidiary”

We’re sure that many senior managers feel the same way. However, it doesn’t have to be that way. Now, more than ever, Trustees need pro-active independent advisors to keep them on track and out of trouble. The Pensions Regulator has set the bar high in terms of what he expects of pension scheme trustees. However, the Regulator also recognises that many small pension schemes, although well run, have limited resources.

At 44 Financial we have a wealth of experience of working with pension scheme trustees. These range from multi-national employers to household names in the charitable sector. By appointing 44 Financial you are making sure that you have the protection that a professional adviser can give. As well as advice on day to day matters and overall strategy we also offer a wide range of specialised services. Here’s just a taster:

  • Scheme Business Plan
  • Trustee Knowledge & Understanding programmes and training
  • Data Management & Audit
  • Secretary to the Trustees
  • Independent Trustee
  • Investment Performance and Monitoring
  • Pension Strategy & Options Report (for the Employer)

There are also testimonials from clients past and present on our What Our Clients Say page.

If you are an employer or trustee and would like to find out how 44 Financial can help you please contact us.