Trustee Services
Triangle Pensions provides services to Trustees of defined benefit and defined contribution pension schemes designed to ensure that these schemes are fully compliant, operate on a cost-effective basis and meet the needs of members and their beneficiaries.
We work with Trustees - not as Scheme Actuary or even as deep subject matter experts but to help them navigate their way through the difficult tasks that lie ahead for them - essentially, a professional, independent, objective, experienced support system.
We believe that the benefits of having someone act in that capacity (greater efficiency, more streamlined decision making, cost and quality control over advisers, etc.) more than outweighs the costs of introducing a new “adviser” into the mix.
Our Trustee Services include:
- Adviser selection, management and contract negotiation
- Dispute Resolution
- Governance structure development, management and audit
- Liaison with The Pensions Regulator
- Member communication strategy development and implementation
- Review of formal pension scheme documentation
- Risk Register creation, audit and management
- Second opinions (eg where Corporate and Trustee advisers are from the same firm)
- Specification of Benefit Calculations
- Trustee Training.
Strategy, Design, Implementation, Management and Monitoring
We work with clients to develop strategy, before moving on to design the supporting plans and policies.
We then work with you to identify the most appropriate and cost-effective means of implementation before putting in place a management and monitoring structure to ensure that you realise the benefits that the strategy was designed to achieve.
Triangle Pensions can also manage the entire project – from strategy through to management and monitoring outcomes.
