Our Approach to Trusteeship

Our principal objective is to ensure, so far as we are able to do so, that the trustee boards on which we sit carry out their trustee responsibilities effectively and efficiently.  In doing this we seek to be both principled and pragmatic.

We see the principal objectives of the trustees of a pension scheme as being to ensure that the members of the scheme receive their benefits in accordance with the provisions of the scheme and the law and that, as far as the trustees are able, sufficient assets are available and contributions are paid for that purpose. 

In addition to our other skills, we are highly investment literate, and are able to question, challenge and probe advisers with the aim of achieving the best outcome for trustee boards.

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