Trustee Board with conflict of interest

Trustee Board with conflict of interest

Case study A trustee board with a conflict of interest The client The Board was made up of four trustees, two from the company and two from the members; all employed by the same manufacturing company. The problem Trustees having a conflict of interest, real or...
Scheme governance

Scheme governance

Case study Scheme governance The client A London based wholesaler with an small closed pension scheme. The problem Scheme governance We worked with the trustee board to improve their scheme governance to make it robust and fit for purpose. The solution A review of the...
Wind up of pension scheme

Wind up of pension scheme

Case study Wind up of pension scheme The client A family run company which need to have its defined benefit pension scheme wound up in order to then wind up the company and pay final dividends to the shareholders. The issue The pension scheme had been closed to new...
Administrator review

Administrator review

Case study Administrator review The client A large high street bank Nos of employees in scheme: 10k Project overview Trustees do not often change their scheme administrators, with good reason; it’s a lot of work as well as the risk of not capturing the historical...