News

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.

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

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

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.

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.

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

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

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