Most trustees monitor administration performance via regular stewardship reports. However, other aspects of running the scheme are not always documented in any detail. Trustees need to ensure that all aspects of the scheme run effectively and effiiciently.

We will ensure the effective running of your scheme by:

• Production of an annual business plan.
• Preparation of agenda packs.
• Drafting and issue of minutes.
• Providing advice in relation to scheme changes
• Preparation and maintenance of an outstanding work schedule and completed work schedule.
• Agreement and maintenance of a risk register, including the use of an on-line assessment tool.
• Preparation and maintenance of a complaints register.
• Preparation of a schedule showing delegated authorities.
• Preparation and maintenance of a "trustee bible" containing all the key documents associated with the scheme.
• Advice on measuring effectiveness of your advisors.