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Ross Trustees

Case Studies

Managing a full scheme buy-in as corporate sole trustee

25 Aug 2020

Acting as sole corporate trustee and working closely with a range of scheme advisers, we project managed a full scheme buy-in for a client against the backdrop of the first COVID-19 lockdown .

We completed the Scheme’s phased buy-in journey in just under 3 years – substantially ahead of the original target of 10 years. The acceleration was made possible due to a combination of strong asset performance, favourable insurance pricing, good preparation and agile decision making by both the Trustee and the Companies.

Our strong project management skills, demonstrated the value of being able to move quickly and effectively when pricing conditions are favourable to secure members’ benefits. We brought the project in on time, and on budget – despite the complexities of the whole project happening virtually.

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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