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Secretary To The Trustee

Secretary To The Trustee

One of the most important tasks in managing your pension scheme is planning and organising trustee business and meetings.

Our experienced consultants use a variety of tried and tested tools such as template business plans, risk logs and checklists to prepare for, organise and follow up on trustee meetings. Our comprehensive trustee secretarial service includes:

  • Arranging quarterly Trustee meetings
  • Drafting agenda for Trustee meetings
  • Preparing and distributing Trustees Meeting Packs
  • Coordination of external advisors for meeting input
  • Drafting minutes for Trustee meetings
  • Provision of meeting actions summary

Our consultants are fully conversant with key changes in the pensions arena and will concentrate on making your trustee meetings truly effective.

If you would like further information on our Trustee Secretarial service please call Graham Hickling on 0151 448 5400.


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Authorised and Regulated by the Financial Conduct Authority 402198