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Ross Trustees

Case Studies

Implementing a framework for scheme governance

02 Sep 2020

Following our appointment as Secretary to the Trustees, it became clear that the sub-committee structure could be streamlined.  The business of the sub-committees was largely being driven by the relevant advisers with full disclosure of adviser activity not being reported. This meant that Trustees were not focusing on the real business of the sub-committee and, in turn, were not able to fully evaluate advisor performance.

We worked with the sub-committee Chairs, to refresh and refocus not only their terms of reference but also their individual business plans, to ensure the governance of the Scheme was fully and accurately monitored and measured. We worked closely with scheme advisers to ensure all parties were clear on roles, responsibilities and deliverables, bringing the sub-committee agenda planning back to the Scheme Secretary; moving away from monthly meetings (which had not been productive), to ensure meetings were meaningful and real progress was made inter-meeting.  Our role was to work alongside a new Chair of the sub-committees to provide valuable guidance, driving efficient and effective scheme governance.

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.

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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.

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