Our Objectives, Philosophy and Values
Our objectives, philosophy and values are characterised by our
Professionalism - a professionally qualified, experienced team operating and working together from the same office and regularly sharing best practice through team meetings, technical updates and internal training sessions.
Independence– specialising in trusteeship with no other services to promote.
Reliability and continuity – a corporate structure supporting individual involvement whilst also providing continuity and shared best practice.
Experience – of over 200 schemes with a full range of governance models, investment and administration arrangements.
Recruitment – we search for the highest calibre candidates with the required range of skills to maintain our quality of service and professional standards.
Knowledge of governance and regulation – we have dealings with all the main actuaries, lawyers, investment consultants, fund managers, scheme administrators and have wide-ranging contact with the Pensions Regulator and the Government.
Collaborative approach – in working together with co-trustees from different backgrounds.
Value for money – a wide practical experience of investment, actuarial, corporate finance, pensions management, control and administration arrangements which can improve quality, reduce costs and improve communications.
Innovation and flexibilty – introducing new ideas and concepts to our schemes to further promote efficiency and effective governance and to adapt where necessary.
Ability to listen – we pride ourselves on our communication skills, our ability to digest complex information and to make practical recommendations based on best practice and experience.