Services for Pension Schemes and Trustees
Clear governance, independent oversight, and support across trustee responsibilities — delivered with precision and discretion.
Services built for pension schemes
We support trustee boards, sponsors, and scheme teams with practical governance solutions — from structured meeting processes to oversight on complex decisions. Our focus is clarity, compliance, and member outcomes.
Whether you need ongoing trustee support or help with a specific challenge, we provide a reliable framework that strengthens decision-making and reduces operational risk.
Core service areas
Explore the key areas where we support pension schemes — from trustee governance and compliance to risk oversight and documentation.
Independent Trustee Services
Independent support for trustee boards, including objective input on decisions, governance structure, and ongoing oversight.
Scheme Governance & Oversight
Meeting support, governance frameworks, decision tracking, and processes designed to keep schemes well-managed and resilient.
COMPLIANCE & REGULATORY SUPPORT
Practical guidance to meet obligations, improve controls, and stay aligned with regulatory expectations and best practice.
RISK MANAGEMENT
Risk identification and oversight support, helping trustees maintain stability and reduce operational and governance exposure.
DOCUMENTATION & PROCESS MANAGEMENT
Clear trustee documentation, decision logs, policies, and structured processes that stand up to scrutiny.
MEMBER-FOCUSED SUPPORT
Support for trustee decisions and communications with a focus on member outcomes and long-term scheme security.
our services
How we work
A clear, structured process designed to support pension schemes with confidence — from initial understanding to ongoing governance oversight.
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Understand scheme Needs
We start by understanding your scheme’s current position, priorities, and immediate challenges. This includes reviewing governance structure, key stakeholders, and decision-making processes. We identify risk areas, clarify responsibilities, and align on what “success” looks like for trustees, sponsors, and members.
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Build a governance ramework
Next, we define a practical framework that fits your scheme — not a generic template. We set clear governance workflows, documentation standards, and meeting structures that improve consistency and control. Where needed, we help build decision logs, reporting routines, and policy updates so trustees can act with clarity and confidence.
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Provide ongoing trustee support
We stay involved to ensure the framework works in practice and remains effective over time. This includes ongoing trustee board support, oversight on complex matters, and guidance as priorities shift. We help maintain continuity, reduce operational risk, and keep governance aligned with regulatory expectations and member outcomes.
Not sure what your scheme needs?
We’ll help define the scope and the best next steps.
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