DC Trustee Consulting

Rona Train

Key Contact

Rona Train, Partner and Head of DC Trustee Consulting

View profile

Working together, we empower DC Trustee boards to embrace innovation. We bring them our best ideas to ensure schemes deliver first-class offerings and ultimately deliver better retirement outcomes for their members.

With many defined contribution (DC) schemes moving to Master Trust, we understand that remaining in an own Trust arrangement is the right option for a range of companies and Trustee boards. Through our independent view of the market, and highly specialised and experienced team, we provide DC Trustees with services including investment advice, governance, communications strategy and provider review services to help their schemes deliver great value for their members.

How we can help

We have a long history of leading DC schemes on a journey to deliver great value for their members through a combination of pragmatic, outcomes focused advice and leading technology solutions to support Trustees. This remains at the heart of what we do. The landscape for today’s DC scheme is increasingly complex - more comprehensive regulatory requirements, an evolving provider market, the cost of living crisis, Environmental, Social and Governance (ESG) considerations and Diversity, Equity and Inclusion. The list of challenges for Trustees will only increase in both volume and importance. But these challenges also present opportunities.

We support DC schemes with all of the above and more, tailoring our analysis and advice depending on the scheme and their challenges.

Our clients fit into various categories:

  • Overseeing existing arrangements – we work with a large number of longstanding clients to help them ensure that they not only meet their regulatory requirements but also deliver great quality and value for their members.
  • Reviewing current DC arrangements – our independence gives us a leading position in the market for reviewing current arrangements. Whether that’s undertaking a high-level desktop review or completing a detailed review of providers, we have the knowledge and experience to support.
  • Supporting on value-added projects – this ranges from helping trustees understand more about their membership from a DE&I perspective to creating meaningful engagement strategies that are tailored to the scheme’s membership.
  • Leading on innovation – many of our clients run first-class schemes and we help them explore how they can continue to develop their schemes in future. This can be through areas such as the inclusion of illiquid assets in investment strategies, meaningful at-retirement support for members or evolving ESG requirements. In all of these areas, we ensure our clients are at the leading edge of developments.

DC Regulatory Governance

Good governance underpins every effectively run DC scheme.

By working with us, you’ll benefit from our market-leading technology and member focused approach to ensure that you can deliver governance which goes beyond simply ticking the regulatory boxes.

Learn more

Featured Insights

We pride ourselves on being thought leaders and are constantly discussing the many issues facing and shaping our industry. You can find our latest thinking on topical issues below.


Get in touch

To hear more about our DC Trustee services, please get in touch.

Contact us

Award-winning advice