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Trustee Advice

Goddard Perry and HS Administrative Services Ltd have immense experience in dealing with both Corporate Trustees and indeed Independent Trustees and have offered Trustee support services since our formation in 1983. The role of a Pension Fund Trustee is becoming more and more onerous as legislation is being continually updated.

The role of a lay Trustee is very important in the operational process. The launch of The Pension Regulator (tPR) in April 2005 combined with the passing of the Pensions Act 2004 (effective 6th April 2006) has added to a Trustee's workload.

Goddard Perry Consulting and HS Administrative Services Ltd can help you source both Independent Trustees or a "Corporate Trustee" from our panel of professional Trustee providers.

Goddard Perry’s Consulting advice includes:-

• Advice to Trustees on scheme design
• Interpretation of the Trust Deed & Rules
• Liaison and selection of with Scheme Investment Managers, Scheme Actuary, Auditor & Scheme lawyers
• Preparation of Agenda's
• Taking of minutes (full secretarial)
• Pro-active advice on legislative changes including MNT's
• Mergers and acquisitions