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Ross Trustees

Case Studies

Ensuring a smooth handover between Trustees

20 March 2015

We were appointed as both Trustee and Scheme Secretary where the US-based Principal Employer closed all UK sites, making all staff redundant.

We worked with the ceding Trustees to ensure we fully captured their knowledge, creating dashboards including key information and data, as well as fact files of legacy information. As part of this process, members of the Ross Trustees team spent a week at the company’s head office, collating significant volumes of original scheme documentation and member files to ensure these important records were not lost in site closure.  We undertook not only indexing of the documentation but arranged for it all to be digitally recorded and then uploaded to a secure site, and original Scheme Governing documents to be safely stored.

We invited the ceding Trustees to join a Pensions Consultative Committee to ensure that, whilst no longer Trustees, their first-hand knowledge of the scheme was not lost.

All of these measures ensured the ongoing governance of the scheme remained robust and, importantly, that members felt reassured during the transition period.

KEY CONTACT

Clare Kember

Trustee Director

M  +44 (0)7826 080 205  /   Email me

WHAT'S NEW?

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21 Nov 2022

Ross Trustees secures trio of strategic hires

Three new hires join Ross Trustees.

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9 Holborn, London
EC1N 2LL

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Ross Trustees Services Limited (company registration number 07904277) and Ross Corporate Services Limited (company registration number 07104969) are registered in England and Wales.
Registered offices are at Westgate House, 9 Holborn, London EC1N 2LL

Copyright © 2023 Ross Trustees Services Limited & Ross Corporate Services Limited. All Rights Reserved.

We are audited annually by the Audit and Assurance Faculty (AAF) and are currently AAF 02/07 accredited.

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