A comprehensive service designed to simplify the running of your scheme

Our expert team delivers legislative and regulatory requirements, ensuring trustees have a robust governance framework in place.

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Efficient and effective trustee governance solutions

Our services include meeting management, trustee training and development, board evaluations, risk management and compliance support, and ongoing governance advice and support. We also provide a range of tools and resources to help you streamline your board activities to achieve greater accountability and transparency.

With our efficient and effective trustee governance solutions, you can feel confident that your trustee board is operating at its full potential.

Meetings

Preparing agendas, papers, minutes and action points from meetings. We can also act as company secretary to the corporate trustee.

Scheme governance

Maintaining scheme governance documentation including annual business plans, budgets, training logs, risk registers and conflicts of interest protocols.

Working with advisors and sponsors

We work with your advisers to ensure you get the necessary specialist advice and support from them when you need it. We also support discussions with the scheme sponsor.

Digital meeting packs

Our digital meeting solution enables boards and committees to be better communicators and collaborators while fueling efficiency at every turn.

Fully managed meeting cycles

Our team of experienced professionals will work closely with you to ensure that all trustee meetings are organised and run smoothly. We take care of all the logistical details, including scheduling the meetings, preparing the agenda, and distributing meeting materials. During the meetings, we will facilitate discussions and ensure that all action items are properly recorded and assigned.

Our trustee management services are designed to be fully customisable to meet your unique needs. We will work closely with you to develop a management plan that is tailored to your specific requirements and preferences. Whether you require full management of all trustee activities or only certain aspects of the trustee meeting cycle, we are here to provide you with the support you need.

For a fifth year in a row, Trafalgar House have shown their exceptional approach to customer service. Tony Barritt
Managing Director at Investor in Customers

It was important for us that our new administrator understood the nuances of our hybrid scheme and could show their experience working with mixed benefits. Trafalgar House’s expertise was clear to see, meaning we could be comfortable in a seamless transition, as well as a robust and effective long-term service for the future. Jackie Baker
Pensions Manager & Secretary to the Trustee at NFU Mutual

For many years our members and Trustees have benefited from the quality and care delivered from our own in-house team. In selecting and working with Trafalgar House, we have taken great care to ensure our values and standards are upheld and that the investment we have made in our people and systems are preserved. Jo Udall
Senior Pensions Manager at Siemens UK

Having a solid platform to continue the same care that the in-house team provided in dealing with members was important. At the same time, it was important to have a strong foundation to enhance the member experience going forward through the use of technology. After an extensive selection process, the Trustees felt that Trafalgar House had the right values and approach Dinesh Visavadia
Trustee Director for the Action for Children Pension Fund

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The team makes all the difference

Our team brings together professionals with expertise in areas such as pensions technical, compliance, risk management, actuarial science, and communications, among others. With decades of combined experience in the pensions industry, they have a deep understanding of the complex regulatory landscape, the latest industry trends, and the unique challenges faced by different types of pension schemes.

Working together, our team provides a comprehensive trustee governance service that covers all aspects of pension scheme management, from strategy and planning to day-to-day operations. Whether it’s helping to develop policies, conducting risk assessments, monitoring performance, or communicating with members, our specialists work closely with clients to provide tailored support that meets their evolving needs.