Sole mates or
Soul mates? Professional Corporate Sole Trustees and their sponsors


Our second Solemates report looks at the ways in which the Professional Trustee and the Professional Corporate Sole Trustee landscapes have changed and the key drivers for increased PT appointments. 

This year we have explored the evolution of Sole Trustee models, the growth of Sole Trustee appointments across the board and how Diversity, Equity and Inclusion (DE&I) is achieved within these teams.

Read the report

What’s inside?

  • The growth of the PT and Sole Trustee industry
  • A deep dive into Sole Trustee models, fees, and independence from the sponsor
  • DE&I amongst the firms reflecting the strong recruitment drive

How we can help

We provide individual and high quality actuarial advice, taking a collaborative approach between trustees, employer and advisers, to ensure a focus on good member outcomes.

We help trustees achieve their strategic goals, with solution-led, appropriate advice.

We help sponsors of pension schemes understand and manage the costs and risks associated with supporting their current and legacy pension schemes as well as other employee benefits.

We help trustees understand and monitor the employer covenant.

We help make governance simple and effective so that you can make decisions and act on opportunities quickly.

We help pension scheme trustees and sponsors to determine the ultimate destination for their scheme and help them put together a plan to get there, including how to effectively manage the risks they face along the way.