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CSR policy


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

Service Summary

Download a copy of our full Service Summary or download a copy of our 
Independent Secretariat Services brochure using the links above

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Our beliefs


  • 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.
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Registration number 6664240 Registered in England & Wales. Registered office address, 6 Victoria Street, St Albans, Herts, AL1 3JB

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