Case Studies - Ross Trustees

6 September 2022

A trustee board with a conflict of interest

Conflicts, actual and potential, will always remain but by actively managing these, the Trustees are clear about what they are, and how they can be best managed.

15 August 2022

Scheme governance

We worked with the trustee board to improve their scheme governance in order to make it robust and fit for purpose.

6 August 2022

How improving employee communication resulted in better engagement in the pension scheme

We sat down with the scheme administrators and over the course of six months developed a bespoke web portal.

15 July 2022

Wind up of a DB pension scheme

By careful and proactive project management together with the goodwill of all of the stakeholders involved in this, the buy-out was completed within nine months and the trust wound up shortly afterwards.

1 July 2022

Trustee board constantly changing

As part of the knowledge transfer an electronic documentation retention tool was introduced to ensure that a full Scheme history was held and as importantly available to all trustees and their advisers.

12 June 2022

Distressed employer

We continue to closely monitor the employer covenant at quarterly meetings to receive information about cash flow, business pipeline and industry developments.

7 June 2022

How a good Scheme Secretary makes good business sense

How the role of Scheme Secretary has evolved and adds true value to well run schemes.

21 December 2021

Selecting a Master Trust

Ross Trustees Team brought extensive experience with both in-house pension management and DC consultancy.

2 September 2020

Implementing a framework for scheme governance

Working proactively with a new Chair of the sub-committees to provide valuable guidance, and drive robust scheme governance.

25 August 2020

Managing a full scheme buy-in as corporate sole trustee

We completed the Scheme’s phased buy-in journey in just under 3 years.

20 June 2020

Improving member engagement and knowledge through clearer communication

Project-managing an extremely complex member consultation for a Scheme with over sixty participating employers.

1 December 2019

Small Scheme Bulk Annuity Purchase

Working with our wider adviser contacts and their consolidation services offering we successfully completed a buy-in December 2019, moving to full buy-out in February 2020.