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Trustee zone

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

2010 Age Change and what this means for your scheme

On 6 April 2010 the minimum age from which pension benefits can be taken increases from age 50 to 55, with limited exceptions. After 6 April 2010, Her Majesty's Revenue and Customs will generally treat any pension benefits taken before age 55 as unauthorised payments and these will be taxed accordingly.

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.

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.