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Ross Trustees

Case Studies

Scheme transitioning into the PPF

12 Apr 2019

We supported a large, high profile scheme transitioning into the PPF.  Given the high profile status of the scheme, and the complexity and multitude of communications required, the Trustees formed a communication sub-committee. The sub-committee invited not only their own advisers to participate, but also the PPF, TPR, a media relations agency and the Company to ensure all messages were aligned both in terms of content but also timing.

As Secretary to the Trustees, we liaised with all stakeholders to understand the key milestones for communications; drafted specific terms of reference to ensure all were aligned on responsibilities; worked with our communications advisers to create a communications timeline and agree the most appropriate communication methods, including physical newsletters, FAQs and scripts for member helpline. We arranged sub-committee meetings to allow sufficient time to discuss, draft, review and approve, driving the progress of same across all stakeholders to ensure  those communications were ready for issue as each milestone was reached.

This collaboration ensured that the members heard Scheme related messages from the Trustees first.

KEY CONTACT

Nigel Moore

Vice Chairman

M  +44 (0)7768 881 451  /   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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Ross Trustees Services Limited (company registration number 07904277) and Ross Corporate Services Limited (company registration number 07104969) are registered in England and Wales.
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