Secretary to the Trustees

As the pressure upon trustees increases within a complex pension industry, so does the pressure on their time. Especially as many have other demanding responsibilities.

Many trustees we work with find it invaluable to delegate many of their trustee administration duties to us - allowing them to concentrate on their key responsibilities.

For example, one of our key roles as secretary to the trustees (once agreed with and authorised by trustees) is to act on behalf of the trustees with regulatory bodies, third parties and importantly with the members.

This enables trustees to focus on the important issues, whilst retaining the confidence that the scheme will continue to be managed to the highest professional standards.

We believe that our job is to keep trustees well advised, fully informed and protected. For example, we don’t just give you advice - we make it practical and pragmatic. When a decision is required, we don’t just give you the options - we give specific recommendations based on our knowledge of your scheme, its size and the overall regulatory framework.

We can provide a full range of support services for trustees, and we can tailor a package to meet your specific requirements. This includes the following...

• Arranging Trustee Meetings.
• Attending Meetings.
• Preparation and issue of Agenda, including liaising with other advisors and the company.
• Co-ordination, preparation and issue of papers before the meeting.
• Preparation and issue of formal minutes.
• Follow-up on action points.
• Appointment and removal of Trustees.
• Preparation of Trustee Company Accounts.
• Submission of forms 288 and Statutory Accounts to Companies House.
• Arranging Committee meetings.

We give your trustees as much time and support as is required and we welcome queries, calls and questions from trustees.

You can contact us to find out more about our secretary to the trustees services by phone on 01904 422702, via our contact form on this website, or by email at contact@pbslyork.com.

Click here for more about us and here to see why you should choose Pension & Benefit Services Limited.