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Ross Trustees

Case Studies

Governance reviews and ensuring board effectiveness

12 Nov 2017

On appointment to a multi-billion defined benefit scheme, we established that the way a Trustee Board was operating could be improved. We also recognised that Trustee skill sets could be better leveraged so that complex matters could be progressed more efficiently.

We initiated a Trustee Board effectiveness exercise to identify the measures that would improve the way the Board operated. This involved questionnaires that explored key areas and themes and one-to-one discussions.

Following a review and analysis of the results, we implemented training for the board that focused on scheme governance and board effectiveness best practice; we restructured trustee meetings to ensure that a detailed training session was provided ahead of the Trustee Board meeting where complex matters were being considered and decided, and refreshed the members of the sub-committees to ensure Trustee skill sets were being optimised.

We repeat this exercise on an annual basis and on any change to the Trustee Board. Decision-making is smoother and more robust as a result.

KEY CONTACT

Clare Kember

Trustee Director

M  +44 (0)7826 080 205  /   Email me

WHAT'S NEW?

09 Jun 2022

Manpreet Sohal new Chair of APPT’s Diversity and Inclusion Sub-Committee

Manpreet brings a wealth of relevant experience to her new role, having played a key role in the development of Ross Trustees for over a decade.

READ MORE

07 Jun 2022

How a good Scheme Secretary makes good business sense

How the role of Scheme Secretary has evolved to become more than an administrative function to add value to well run schemes.

READ MORE

23 May 2022

Five trustees nominated for a Women in Pensions Award

Five of our trustees have been nominated for a Women in Pensions award.

READ MORE

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ADDRESS

Westgate House
9 Holborn, London
EC1N 2LL

CONTACT

T: +44 (0)20 4599 7299
E: info@rosstrustees.com

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

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

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