Inside Pensions > What we believe

Service summary pdf

To view our Corporate Social Responsibility (CSR) policy click here.

Keep things simple. Complexity normally leads to extra cost which needs to be justified.
A professional independent scheme secretary is as fundamental to good governance as an independent trustee.
A successful trustee board needs:
- a strong chairman, knowledgeable scheme secretary and a good relationship with the scheme sponsor.
- complementary skills and appropriate knowledge amongst members
- appropriate allocation of time for compliance, governance and delivery of business plans, strategies and projects
- clear direction as to what decisions are required and by when
- timely preparation and distribution of agendas and papers
- appropriate information and advice on which to make decisions.
- co-ordination of all relevant parties (advisers, administrators, sponsors, etc)
- clear minutes and record keeping
- regular review of budgets, controls, financial reports and risks.
- streamlined reporting and the right policies, procedures and delegations to ensure compliance with scheme rules and regulations.
Our real hands on experience will deliver good value for clients because we understand their needs and how to deliver them.