Trusteeship

"Trustee" - custodian and fiduciary.

I’m happy to act as a trustee, such responsibilities have been undertaken before for both solvent and insolvent employer schemes. The personal liability of trustees, the importance of independent professional advice and documentation is fully appreciated.

Assistance may be required in the following circumstances -

To act as an independent chairman of trustees
To provide comfort to the sponsoring company
To link various schemes of an employer
To provide experienced investment manager scrutiny
To chair investment sub committees, post Myners
To counter adviser pressure, increasing costs and vested interests
To maintain or increase member confidence
To directly assist in a special situation such as transfer or wind down/up.

Discussion of any particular situation or problem is invited. References from industry professionals, your peers and contacts can be assured.

Previous experience included the direction of the wind up of the Lilley plc and Scottish Pride pension schemes.