Advice and services for trustees of occupational pension arrangements

Truestone provide ongoing, project based and second opinion advice to trustee boards to ensure that both compliance and best practice is achieved at all times*.  This can include assistance with:

• Responding to emerging legislation and providing an opinion and/or recommendation
• Communicating with members
• Considering trustee discretion cases
• Liaison with the sponsoring employer
• Trustee meeting attendance and advice on all areas arising

Specific areas where we are able to provide support to trustees:

• Trustee secretariat
• Risk management and governance 
• Adviser and service provider review, management and procurement
• Trustee training
  

( *Please be aware that the Financial Services Authority does not regulate trust advice.)