DB Governance
Expectations on the governance standards for UK pension schemes is ever increasing and a top priority for The Pensions Regulator.
Whether you require a governance or effectiveness review, an ongoing governance adviser, or a secretary for your trustee board, we can help you meet these increasing demands and maximise value on behalf of your members.
We can provide a range of services to meet your specific project or ongoing needs.
Strategy, planning and governance reviews
- Driving alignment of trustees and key stakeholders
- Setting strategic objectives and risk frameworks
- Delivering best practice governance policies and processes
- Oversight of advisory relationships, MNT and professional trustee selection processes
- Assessing value for money and trustee effectiveness
- Advice on maximising the effectiveness of your governance structure
Ongoing governance consulting and running of the scheme
- Regular assessment against governance codes of practice
- Chair Statement drafting and advice
- Effective risk identificaton and management
- Delivering trustee training and annual training needs assessment
- Secretariat function and coordination of committee and sub-committee meetings
- Managing projects, budgets and invoicing
- Coordinating the completion of statutory reporting and returns
- Using delegated authority to handle member discretions
- Maintaining a library of documentation and meeting management
Benefit of working with us
As industry standards become more tightly defined, including the need to demonstrate value for money for members, having and demonstrating an effective system of governance is more important now than ever before.
By working with us you’ll benefit from:
- Better outcomes – Maximise governance effectiveness and spend more time on the strategic decisions that matter. You will benefit from our innovative approach. We actively contribute to industry thinking and are drivers for change in governance standards.
- Greater confidence – ensure you meet regulatory expectations and secure your members’ benefits with confidence.
- Long term partners – shape our services to find the right balance of support for your scheme, until the last pension is secured. We invest for the long term – including our technology to support governance and secretarial services.
Benefits of working with us
We provide support in the day to day running of schemes including formal secretariat duties.
By working with us you’ll benefit from:
- A tailored approach – a core service to support your meetings through to running all aspects of your scheme. We recognise the importance of fit to deliver better decision making within your board.
- Depth of resource and expertise– our large support team provides a depth of expertise as well as supporting succession planning and business continuity. We have a broad range of expertise and backgrounds
- Engaging and innovative technology– our engaging Periskope system supports quality governance conversations on all topics in addition to being a full risk management system. Our focalPOINT system manages meetings and documentation securely online.
If you would like to find out more about our Trustee Secretarial Services please don't hesitate to get in touch with Jo Gyte.
Assessing the governance legacy of COVID-19
Pension boards have had to make many changes to the way they run their scheme, but will how many will outlast the pandemic? In this webinar replay we are joined by David Fairs from TPR, we consider the governance legacy across three themes: digitisation; board composition and risk management.
What segment does TPR think your scheme is in?
In just five simple steps, our segment identifier will tell you which parts of TPR’s Annual Funding Statement are appropriate for your scheme.
Get in touch
If you would like to find out more please don't hesitate to contact Laura.
Award-winning advice
2020 Pensions Expert - Actuarial consultant of the year
2018 PIPA - Investment consultant of the year
2017 PIPA - Actuarial consultant of the year
2017 Professional Pensions - Investment consultant of the year
PASA Accredited Member