Our Services | Advising Trustees
Trustees’ primary concern is to manage their scheme to comply with its own documentation and legislation. In short to keep on the right side of the law. Beyond this is a matter of preference.
Our services include:
Our services include:
- Statutory valuations
- Interim valuations
- Individual calculations
- Advice on transactions (e.g. arising from the sale or purchase of a business or a participating company)
- Investment strategy
- Reviews of the statement of investment principles
- Manager monitoring on a sensible basis consistent with the manager’s brief
- Consultancy services to the extent of keeping abreast with developments that may affect the compliance of the scheme
- Attendance at trustee meetings
- Other consultancy
We structure our services around your needs and, where appropriate, within a fixed fee. For more information on how these services may be tailored to your needs, please contact John Branford
