Professional Trusteeship

We can assume as much of the governance workload as required to free you up to focus on your business, as well as bringing extensive expertise and experience to the trustee board.

ZEDRA’s award-winning team acts as independent professional trustee to Defined Benefit (DB), Hybrid, and Defined Contribution (DC) pension schemes.

Widely experienced across multiple industries, we can deliver a service that reflects your individual requirements and achieves good outcomes for scheme members and sponsors.

We understand that a positive and collaborative working relationship between the trustees and the sponsor is key to success. We will constructively engage and challenge the scheme’s advisers to enhance decision making, budgeting, and time management.

Defined Benefit Pension Schemes

Our team is highly experienced in Defined Benefit funding, investment strategy, integrated risk management and adviser management. We aim to secure the members’ benefits as soon as possible, and at the least cost to the sponsor.

Defined Contribution Pension Schemes

We are leaders in Defined Contribution pensions governance – we work on single-employer Defined Contribution Trusts and with the providers of Defined Contribution Master Trusts. We have a proven track record in driving value for members, meaningful stakeholder engagement, legal compliance, risk mitigation and delivering appropriate default strategies.

Chair of Trustees

Our team brings a breadth of pensions experience, depth of technical knowledge and the soft skills required to perform this role at a high level. We will provide energy, vision and leadership to help you to get the most out of the trustee board.

Professional Corporate Sole Trustee (PCST)

We have extensive experience of sole trusteeship and our team has been involved in many smooth transitions from traditional trustee boards to the sole trustee model.

The ZEDRA PCST service is based on a deep legacy of experience, carefully designed to ensure that we deliver robust governance combined with efficiency and effective communication with both sponsoring employers and scheme members.

Our Professional Trustee Team

Kim Nash

Managing Director, ZEDRA Governance

Rachael Fortescue

Managing Director, ZEDRA Inside Pensions