Overview

Ross Trustees specialises in providing independent professional trustee, scheme secretarial, pensions managerial and governance services to occupational pension schemes.

Established in 2010, the company was founded on a strong ethos of collaboration, pragmatism and client service and these attributes have driven the business throughout. Since our foundation we have grown to become one of the leading professional trustee providers in the UK.

We are a fast-growing business and attract talent from across the pensions industry. Our multi-disciplinary team includes wide-ranging expertise in all areas and at every level. Investment specialists, legal advisers, actuaries, pensions managers, project managers and scheme secretaries deliver value through collective excellence and a team-based approach.

Our collective experience means there is rarely anything that we have not seen before. Pensions is complex and ever-changing and we are proactive in bringing fresh ideas to help clients achieve their strategic aims.

With no affiliations to other pensions consultancies, we are well-positioned to bring independence of thought to what we do and work with the best advisers for any role or project. Clients also benefit from the constructive relationships we enjoy with key bodies like the Pensions Regulator and the Pension Protection Fund.

We are a prominent member of the Association of Professional Pension Trustees (APPT) and the Pensions Management Institute (PMI). Members of the firm play an active part in APPT and PMI committees and all Trustee Directors, as well as other senior members of the team, are either fully-accredited as professional trustees or working towards accreditation.

What we Do

Professional pension trusteeship is delivered through a combination of Chair of Trustees, co-trustee and sole corporate trustee appointments. Our experience across all types of governance models ensures we are well-placed to help clients identify the best approach for their pensions arrangements.

We are appointed as trustee to a wide-range of schemes of all types and sizes, ranging in asset size from the low millions through to multi-billion pound funds. We have experience across many industry sectors and work with employers based in the UK and also based overseas.

We operate an integrated professional services model meaning clients not only appoint a dedicated Trustee but also a much wider team of pensions specialists providing the necessary resource to execute our work efficiently and cost-effectively.

Our professional trusteeship services are supplemented by scheme secretarial and pensions management support. Services are provided on an ongoing basis, either as part of a comprehensive package that includes trusteeship or on a standalone basis. We also support projects with either individual or team-based resource and can flex in and out as clients require. We are agile and have experience and quality at all levels.

Downloadable information

Our team of skilled professional trustees has experience across all types of governance models. We are consensus driven and work with fellow trustees, the employer and the scheme advisers to ensure the interests of all parties are well served. Find out more

Ross Trustees is one of the leading providers of sole trustee services in the UK. We are appointed as sole trustee to schemes with sponsoring employers operating in a variety of sectors, ranging in asset size from the low millions to several billions. Find out more

Company restructurings and transactional activity have a significant impact on any pension scheme. Our industry-leading team offers first-hand experience that adds crucial credibility to dealings. Find out more

An outsourced pensions manager solution, provided by an independent team of specialists. Whether it is a short-term project or long-term appointment, we have the right individual or the right team. Find out more

Our skilled team can provide Scheme Secretarial services on a standalone basis or as part of a comprehensive package. 18 Scheme Secretaries with nearly 200 years’ combined experience as Scheme Secretary ensures the right person for the right job, at the right cost. Find out more

Our Values

Our five values are a fundamental part of who we are. They reflect the way in which we interact with others and guide how we conduct ourselves, shaping what we do and how we do it.

Testimonials