Governance & Secretariat

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Whatever governance and secretariat challenge you’re facing, we assume the burden and deliver a sophisticated solution to improve efficiency and governance.

Is your pensions agenda struggling to drive results? Do you need support managing a governance framework that supports your scheme’s objectives? Or are you looking for specialist and independent guidance to develop and manage best-in-class policies and procedures?

Whatever governance and secretariat challenge you’re facing, be it during regular trustee meeting cycles or in relation to a special project, you can rely on us.

Drawn from a wide variety of backgrounds, our highly qualified specialists guide the way for Boards to meet their objectives, providing bespoke governance and secretariat services, either stand-alone or as part of professional trustee services. Our esteemed governance track record speaks for itself, and we are ready to leverage our legacy for you.

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.

Our Governance & Secretariat Team

Rachael Fortescue

Managing Director, ZEDRA Inside Pensions

Judith Codling

Client Services Director, ZEDRA Inside Pensions