We can trace our origins back to 1992 and - since then - we have developed to encompass all aspects of independent pension trusteeship. We maintain our total independence by ensuring that we only offer trustee services. We are also owned and controlled by our client directors.
Over time we have responded to the growing demand for our services by:
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Recruiting additional client directors around the country and by re-structuring our Nottingham wind-up centre around the 'key person' management concept understood and endorsed by tPR;
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Developing and implementing a comprehensive trustee governance platform which has been demonstrated to tPR;
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Investing in effective IT systems;
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Providing practical, policy guidance on various matters including managing trustee conflicts of interest.
Such developments ensure that we can accommodate new business with confidence.
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Currently our operations comprise:
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Supporting some 250 on-going schemes, often as independent Chairman of Trustees;
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Acting as independent sole trustee to some 50 schemes;
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Actively managing the winding-up of some 100 schemes, using the specialist skills available within our Nottingham centre.
We continue to take our responsibilities to the wider pensions community very seriously. A number of our client directors participate in tPR, IPTG and other industry body working parties. We also have a policy of sharing our initiatives with other IPTG member trustees and other interested parties through this website.
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