Interim pension trustee appointments

Interim appointments

Not every pension scheme requires the expertise of a full-time independent trustee. A short-term independent trustee appointment is the right choice when there are specific areas of conflict or specialist knowledge required. You can access our experience on an interim term basis to help support your trustee board through a variety of complex situations – such as sponsor negotiations, company restructure, valuations or detailed Regulator discussions.

Interim pension trustee appointment benefits: 

  • Specialist knowledge and expertise – as experienced pension professionals, we can help guide a trustee board through complex pension scheme challenges ensuring the Board are meeting their due diligence and regulatory requirements as appropriate;
  • Mitigating conflicts – there are many situations where conflicts of interest can arise. Where circumstances may require areas such as a deferral of deficit contributions, our independent pension trustees can help manage or remove the specific conflicts of interest which may arise during these negotiations. Covenant assessment work or corporate restructuring are also areas where the presence of an independent professional trustee can add significant value;
  • Buy-out management – there is increasing interest from employers to look at winding up their pension schemes whilst also securing member benefits. We are often sought out to aid the project management of this process, ensuring the best possible pricing from an insurer and managing the highly technical process to deliver safe settlement for all parties.

An interim appointment is a smart, cost-effective way to deal with difficult pensions situations effectively. Your pension trustee board won’t have to carry the burden and responsibility of managing challenging pension issues without the relevant support and expertise.

If your organisation could benefit from our interim appointment services, our team would be happy to guide you through the process. Have a question? Contact us on 020 8879 6500 or