Case Studies - Ross Trustees

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.

12 April 2019

Scheme transitioning into the PPF

We supported a large, high profile scheme transitioning into the PPF.

5 December 2018

Managing communication around PPF transition

We engaged both communication and media advisers in advance of a Regulatory Announcement of the Scheme entering the PPF.

12 November 2017

Governance reviews and ensuring board effectiveness

For a multi-billion defined benefit scheme.

20 March 2015

Ensuring a smooth handover between Trustees

Appointed as both Trustee and Scheme Secretary when a US-based Principal Employer closed all UK sites.