Governance & SecretAriat

Drawn from a wide variety of backgrounds, our highly qualified team provide support to trustee boards during regular trustee meeting cycles and special projects. We are dedicated to helping boards meet their objectives and provide Governance & Secretariat services either stand-alone or as part of Professional Trustees services.

Our knowledge and experience ensure we deliver a highly efficient, value-added professional service.

Our team:

    • Draft agendas that drive results
    • Focus on strategy and risk management
    • Implement effective governance solutions
    • Develop and manage best in class policies and procedures
    • Manage a governance framework that supports the scheme’s objectives
    • Organise task management through our bespoke workflow system

In-House Support

We provide short-term cover for pension managers, scheme secretaries and administrative support to cover special projects and provide additional resource on part-time / short-term contracts.

Supporting Trustee Discretions

We coordinate all the information required and provide trustees with clear guidance on their considerations, centralising the decision-making process.

Internal Dispute Resolution Procedure Management

We offer a bespoke service to draft Internal Dispute Resolution Procedure responses freeing up internal resources.

Inside Connections

Our bespoke online trustee libraries allow trustees and their advisors to securely access essential scheme documents.

Regulatory Updates

We send out updates to all our clients highlighting the last three months of regulatory changes and any required actions. We also track, provide and communicate upcoming trustee training opportunities. Sign up here.


Adviser Reviews

Group Life Trusteeship

Professional Trustees

Specialist Governance Projects

Contract-Based Pensions Governance

Trustee Training Programmes

How can we help you?