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Trustee zone

Pensions are our business. We concentrate our resources in the areas most useful to you.

Investment services for defined benefit schemes

Our strategic asset allocation tool looks at the specific liabilities and assets of your specific scheme and suggests an investment allocation strategy based on attitude to risk and the time over which future liabilities will arise. In addition, a wide range of funds are available from leading fund managers.

Trustee support

What is a trustee?

Find out what being a trustee means, who can be one and what the legal responsibilities are.

Trustee liabilities

What your legal obligations are if things go wrong.

Training

We offer comprehensive training for both new and existing trustees of Defined Benefit schemes.

Useful websites

We thought it would be useful to provide some links to websites which may make your job easier.