Anyone who takes on a trustee role, or any employer relying on a trustee board to run its pension scheme, tends to ask the same practical question sooner or later: what exactly is a trustee legally required to do. The answer matters because trustees are personally...
Most employers do not wake up one day and decide they need pension trustee services. It usually happens gradually. A trustee meeting gets postponed twice. An audit query takes longer to answer than it should. A member asks a question about their contributions that...
Many business owners and HR leaders reach a point where they realise their pension scheme needs more oversight than it is currently getting. Perhaps a trustee has retired, a scheme review has flagged gaps in governance, or a new tax rule has raised questions from...
Running a company pension scheme is not a one off task. It is an ongoing responsibility that involves legal duties, investment decisions, member communication and regular reporting. Many employers ask the same question sooner or later: who is actually looking after...
Cost is usually the first question employers ask when considering whether to bring in outside support for a pension scheme. It is a fair question, since professional pension trustee services are not free, and every business has to weigh up where its budget is best...
A workplace pension scheme is not something an employer sets up once and forgets about. It needs attention at every stage, from the moment trustees are first appointed through to ongoing valuations, investment reviews and reporting to The Pensions Regulator. Pension...
Many employers only think seriously about their pension scheme when a valuation is overdue, a member raises a query nobody can answer, or The Pensions Regulator asks a question that internal staff cannot resolve confidently. At that point, the value of proper pension...
Running a workplace pension scheme comes with legal duties that many employers underestimate until a problem arises. Trustees are responsible for looking after scheme assets, protecting members’ interests and making sure the scheme is run in line with its rules...
Estate planning is not regulated by the Financial Conduct Authority The UK pensions landscape is changing rapidly, with new trustee responsibilities, increased scheme transparency requirements, and major inheritance tax reforms affecting savers and their families. One...
Pension Trustees are not regulated by the Financial Conduct Authority. The Pension Schemes Act 2026 introduces major reforms designed to make workplace pensions simpler, fairer, and more rewarding for UK savers. These changes affect how pension schemes are managed,...