Our comprehensive approach ensures that your pension scheme governance is robust, responsive, and tailored to meet the unique needs of your trustees.
Service Excellence
Building a foundation of confidence for decision making in trustee services.
Confidence in pension scheme governance
Establishing clear service expectations is crucial for defining success in pension scheme governance. By ensuring that all
operations run smoothly, accurately, and on time, we build the confidence needed for trustees to focus on critical issues.
OUR APPROACH
Setting key service expectations
Our structured approach includes key milestones and timelines for agenda setting, meeting preparation, conflict management, and comprehensive training, ensuring a proactive and effective governance framework.
Key Milestone
Agenda
Agreed at least two weeks prior to meeting.
Key Milestone
Meeting Papers
At least one week prior to meeting.
Key Milestone
Conflicts of Interest
Identified and managed.
Key Milestone
Minutes
Circulated no more than two weeks after meeting.
Key Milestone
Risk Register
Considered at each meeting and fully reviewed annually.
Key Milestone
Trustee Training
Considered at each meeting, with training on pertinent matters.
Key Milestone
Trustee Report & Accounts
Signed off within five months of the year end.
Key Milestone
Business Plan
Agreed for year ahead at the last meeting of Scheme year.
Advanced measures for trustee performance
While there are standards and measures to be adhered to there are many aspects of pension scheme governance under the trustee’s
control. Trustee boards can be proactive in tailoring their governance practices and pursuing relevant projects.
In addition to our core governance services, we offer a range of specialised measures designed to enhance trustee operations.
Supported adviser reviews
Coordination of gathering and analysing feedback to managing retendering and selection process. This includes pursuing an appraisal of our service standards to find areas for improvement.
Document design
Your governance documentation should be relevant and accessible. We work with you to refine your document suite and their design to ensure the best fit for your scheme operations.
Trustee self review
A reflective exercise to inform training needs and areas of focus during Trustee meetings. A strategic and measured response to address skills gaps.
Cyber security training and incident simulation
Testing the robustness of response. Helping the Board plan and define their roles and responsibilities.
