Professional Trustee Services
We have been providing independent professional trusteeship services for over 14 years. We welcome appointments to all types of pension schemes, whether ongoing, closed, in winding up or in assessment for the Pension Protection Fund (PPF).
Our trustee company, Temple Trustees Ltd, acts as trustee to a wide range of schemes from smaller company pension funds to large schemes sponsored by quoted companies. Our trustee team includes specialists from our pensions team and two dedicated para-legals.
The appointment of a professional trustee is increasingly recognised as best practice. Our hallmark is a practical approach developing an effective partnership with the sponsoring employer and promotion of good governance.
We offer the following benefits:
Objectivity – as independent trustee Temple Trustees Ltd act objectively, without fear or favour, using experience to identify and manage potential conflicts of interest.
Expertise – even though much professional help is available to lay trustees from their usual advisers, our depth of specialist knowledge and experience brings an independent professional insight to the trustee body to identify potential problems, provide solutions and promote good governance generally.
Reassurance – for the employer. By appointing a professional trustee such as Temple Trustees Ltd, the employer receives credit for following best practice. The presence of a professional trustee can also minimise problems and associated expense.
Professional Standards – as we are a paid professional trustee, the law expects us to demonstrate greater skill and diligence than a lay trustee.
We recognise that recent changes in legislation means that additional training is required for many Trustees of occupational schemes. We can provide a series of modular training sessions tailored to the client's requirements to be held at our offices in Bristol or London or the client's office. We also run a practical workshop (PDF) which we tailor to meet our client's needs.
All Partners and Associates in Professional Trustee Services