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Ross Trustees

The Art of Challenge

18 Aug 2021

Most pension scheme trustees are supported by reputable, good quality professional advisers. As the Pensions Regulator states, this is a vital part of governance, enabling trustees to help run their scheme well by providing additional expertise, skills and knowledge to that held by the trustees themselves.

The sponsoring employer is also likely to be supported by a group of advisers that may have a different primary objective the that of the trustee, one that is more aligned to the interests of the employer than to the interest of scheme members.

But all advisers – Ross Trustees included – like to make money.

It’s important therefore, that when presented with a proposal from an adviser – whether trustee adviser or company adviser – that trustees take a step back, scrutinise the objectives of the proposal and its potential benefits for the scheme and scheme members:

  • Are the assumptions used appropriate?
  • What are the potential risks for the trustee?
  • What are the potential risks for members?
  • Does the proposal reflect the scheme, its membership, the benefits offered?
  • Does the proposal reflect market conditions, industry views and best practice?

It can be hard, however, to see the wood for the trees. This is where we can help: providing a critical review and objective assessment of the risks and likely benefits of a proposal for the scheme and its members, and giving the trustees the confidence to make an informed decision as to whether to proceed or not.

KEY CONTACT

Annabelle Hardiman

Trustee Manager

M  +44 (0)7435 546 575   /   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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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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