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Ross Trustees

Roger Mattingly

Trustee Director

Contact Information

M  +44 (0)7502 269 177
Email me  •  LinkedIn

  • Overview
  • Expertise
  • Experience

Roger has considerable experience of working collaboratively and effectively with all parties to provide expert direction and strategic guidance on scheme matters. Roger operates as Chair of Trustees, independent trustee and Sole Trustee on a broad portfolio of schemes across a range of sectors, and a variety of sizes, with assets from £20 million to £1 billion.

Roger has considerable experience of working with trustees and has assumed the role and responsibility of independent trustee on many trustee boards, in most cases as Chair. He also Chairs investment sub-committees. He sat on Standard Life’s Independent Governance Committee (IGC) for four years until 2019 and is Chair of two authorised DC Master Trusts: Creative Pension Trust and Cushon Master Trust; he is also co-trustee to the Workers’ Pension Trust.

Roger is a fully accredited professional pensions trustee with the Association of Professional Pension Trustees and builds and maintains strong, effective long-term relationships with sponsoring employers and fellow trustees. He puts best practice at the heart of his work and is committed to improving the governance of pension schemes.

“Since being appointed in 2013 Roger has acted as Chair to the Trust Board – bringing to the table a comprehensive knowledge of the pensions industry. This has supported the Board in ensuring that they not only comply with existing legislation but also take steps to keep well informed about forthcoming changes – be it the formation of an IRM policy, legislative, or the increasing focus on ESG risks.”
Scheme Secretary, East of England Co-op Retirement Benefits Scheme

  • Adviser reviews
  • Closure to future accrual projects
  • DC-specific experience
  • Interaction with TPR
  • Investment strategy review
  • Liability management exercises, e.g. PIEs, WULS, trivial lump sum exercises
  • Scheme governance
  • Transfer to Master Trust
  • Worked on GMP equalisation, reconciliation, conversion, working through C2 and D2
  • Helped draft the Code, chaired the incentive exercises industry forum on liability management exercises, founding member of the monitoring board for incentive exercises
  • Has experience of transferring schemes into master trusts from the master trust perspective. Transferred a scheme into a DB aggregator platform
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The Dawn of Continuous Governance

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DB Schemes: 15 Apr 2021

Embracing the trusteeship of E, S and G

Roger Mattingly discusses how trustees can manage their ESG obligations.

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9 Holborn, London
EC1N 2LL

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T: +44 (0)20 4599 7299
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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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