Pensions & benefits
Professional trustee selection
Our specialist team plays an important role in helping pension schemes appoint the right individuals to support them in achieving their objectives.
What sets us apart? Our strong relationships with professional trustee (PT) firms. They trust our process to be open, fair and collaborative. We provide schemes with the tools and knowledge to make the right decision for them.
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Chart your own course
Taking control of your journey
Our sixth annual report is built around the results of our annual survey of the DB pension scheme market and provides insights across a whole range of areas of DB strategy and endgame planning.
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Sole mates or soul mates?
Our third annual survey focussing on growth and changing trends in the Professional Trustee market and the Professional Sole Trustee market.
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Findings from our 2023 sole mates report and predictions for 2024
In this video, Holly McArthur shares her most interesting findings from the 2023 Professional Trustee survey and shares her perspective on the current professional trustee landscape.
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The General Code of Practice: The time is now
In our webinar we look deeper into the final Code and highlight the areas that have changed since the initial draft. We also host a Q&A discussion with David Fairs, LCP Partner and former Executive Director of Regulatory Policy, Analysis and Advice at The Pensions Regulator.
We marry our market expertise and knowledge with effective project management and our approach ensures selections run to time and budget. Our team has the resource to pick up projects quickly and experience of working to extremely tight deadlines.
We’ve been providing this service since 2021, helping on average eight schemes a year find the right professional trustee and governance structure. We work with schemes of all sizes, from those with <£100m assets up to multi billion pound arrangements.
Through our in-depth knowledge of the professional trustee market, we are best placed to advise you on:
- The right governance structure for the scheme
- Suitable professional trustee to support the scheme in its journey to endgame
- Sensible budgets for the appointment of an independent trustee
We provide end-to-end project management with unique insights in the market, the firms and the individuals, supporting selections from start to appointment.
Through our strong links with TPR we have a good understanding of what governance process is required for those appointments and ensure we provide clients with a thorough audit report documenting the selection process.
Once the new trustee is in place, we are always keen to hear feedback on how the trustee is working with the scheme.
Get in touch
If you would like to know more about our services and how we can help you with pensions and benefits.
