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Pensions & benefits

Professional trustee selection

Our specialist team plays an important role in helping pension schemes appoint the right individuals to support them in achieving their objectives.

What sets us apart? Our strong relationships with professional trustee (PT) firms. They trust our process to be open, fair and collaborative. We provide schemes with the tools and knowledge to make the right decision for them.

We marry our market expertise and knowledge with effective project management and our approach ensures selections run to time and budget. Our team has the resource to pick up projects quickly and experience of working to extremely tight deadlines. 

We’ve been providing this service since 2021, helping on average eight schemes a year find the right professional trustee and governance structure. We work with schemes of all sizes, from those with <£100m assets up to multi billion pound arrangements. 

Through our in-depth knowledge of the professional trustee market, we are best placed to advise you on:

  1. The right governance structure for the scheme 
  2. Suitable professional trustee to support the scheme in its journey to endgame 
  3. Sensible budgets for the appointment of an independent trustee

We provide end-to-end project management with unique insights in the market, the firms and the individuals, supporting selections from start to appointment. 

Through our strong links with TPR we have a good understanding of what governance process is required for those appointments and ensure we provide clients with a thorough audit report documenting the selection process. 

Once the new trustee is in place, we are always keen to hear feedback on how the trustee is working with the scheme.

Get in touch

If you would like to know more about our services and how we can help you with pensions and benefits.

Contact us