Professional trustee services staff posing for a photo

ITS A PROBLEM SOLVED

SERVICES

Independent professional trustee services, and focused, directly related support services, is all we do. But within the very broad church of trusteeship there are several distinct strands:

ONGOING TRUSTEESHIP

SOLE TRUSTEESHIP

PPF ASSESSMENT

DC & MASTER TRUST

TRUSTEE GOVERNANCE OFFICE

SPECIAL EXPERTISE

Paula Haughton in conversation with Akash Rooprai

26.7.21  |  News and Views

ITS director Akash Rooprai joined Paula Haughton of XPS Pensions Group to discuss the key elements that ensure a successful bulk annuity transaction as part of their XPS Risk Transfer TV series.

The impact of ESG investing on pensions – podcast

15.7.21  |  News and Views

Tegs Harding recently appeared on a podcast with TLT Solicitors discussing the impact of ESG investing on pensions. Listen to the podcast here.

The coming of age of sole trusteeship – report

09.7.21  |  News and Views

Sole trusteeship is on the rise and larger schemes are increasingly adopting a sole trustee governance approach to manage DB pension schemes. We recently contributed to a report from Hymans Robertson on The coming of age of sole trusteeship.

What does the financial landscape look like for the charity sector?

28.6.21  |  News and Views

Our very own Dinesh Visavadia joined several other industry experts for a webinar titled “What does the financial landscape look like for the charity sector?”.

Pension scheme buy-outs – how to do a buy-out in less than two weeks

17.6.21  |  Case Studies

When Marathon Services (G.B.) Limited Pension & Life Assurance Scheme went through some changes, they decided to bring in a professional trustee to help progress the various workstreams. Here’s how we helped.

Moving to Fiduciary / Delegated Investment Model

17.6.21  |  Case Studies

A global manufacturer and supplier of lighting solutions had a mature Defined Benefit scheme with £250M assets but with a deficit on a 30 year recovery plan supported by a weak sponsor. See how we helped them.

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