Interim appointments

Not every scheme needs an independent trustee all of the time. You can access our experience to help support your trustee board through complex situations such as company restructure, valuations or detailed Regulator discussions.

Alternatively we are happy to be appointed to an appropriate sub-committee or work alongside other trustees as part of a wider Trustee Board and we are regularly appointed for the following reasons:

  • Adding Specialist  knowledge – as an experienced pension professional  we help guide a trustee board through complex scheme changes, new  investment strategies or simply ensure the board are meeting their due diligence and regulatory requirements . 
  • Managing conflict of interest – often required on an interim basis, our independent trustees help manage or remove the specific conflicts of interest that arise during such situations as funding negotiations, covenant assessment work or corporate restructuring.
  • Buy out management – there is increasing interest from employers to look at winding up their schemes securing member benefits. We are often engaged to help project manage the various stages, ensure the best possible terms from an insurer and deliver the process as efficiently as possible.