Sole Trustee Services provides a practical, professional, and tailored approach to pension scheme governance, ensuring your scheme operates efficiently, transparently, and in compliance with all regulatory requirements. Acting as a Sole Trustee means taking full responsibility for the governance, administration, and oversight of a pension scheme, delivering independent, impartial decision-making in the best interests of scheme members.

Independent and Professional Sole Trustee Support

Whether your scheme requires short-term governance support, guidance through a company restructure, or management during trustee board gaps, Sole Trustee Services provides the reassurance and expertise trustees need. Professional trustees bring decades of pensions experience, ensuring all regulatory duties, from funding assessments to risk management, are effectively managed. Acting as your Sole Trustee allows you to streamline decision-making, maintain compliance, and safeguard member outcomes, all while reducing administrative burdens.

Benefits of Sole Trustee Services

There are numerous advantages to appointing a professional Sole Trustee for your pension scheme. They ensure that all regulatory obligations are met efficiently, providing peace of mind that decisions are fully compliant with The Pensions Regulator’s codes of practice. With a dedicated Sole Trustee in place, schemes benefit from:

• Independent and Impartial Governance – Decisions are made objectively, with no conflicts of interest, always prioritising the best interests of scheme members.
• Streamlined Decision-Making – A Sole Trustee simplifies governance processes, reducing delays and administrative complexity.
• Regulatory Compliance – From funding and investment oversight to reporting requirements, trustees ensure your scheme meets all statutory obligations.
• Strategic Oversight – They offer guidance on complex matters such as endgame strategies, risk transfers, and funding negotiations, enabling schemes to navigate challenges confidently.
• Continuity and Stability – Even in times of board changes, sponsor restructures, or regulatory scrutiny, Sole Trustee Services maintains governance continuity.
  

With a Sole Trustee, trustees and sponsors can be confident that the scheme is managed with professionalism, integrity, and focus, delivering long-term value for members.

Tailored Sole Trustee Solutions

No two pension schemes are the same, which is why Sole Trustee Services can be fully customised to meet your scheme’s unique needs. Whether you are a small legacy Defined Benefit (DB) scheme, a growing Defined Contribution (DC) plan, or managing complex trustee gaps, trustees are designed to provide flexible and proportionate governance solutions.

You want an approach that includes clear, jargon-free communication and full support throughout every process. From overseeing meetings and preparing trustee documentation to advising on funding, investment, and regulatory matters, you can be sure that your scheme is compliant and strategically well-managed. They can also assign a second experienced trustee to provide peer review and key man cover, guaranteeing continuity and robust decision-making at all times.

You receive more than just professional governance; you gain a trusted partner who understands your scheme’s objectives and provides expert guidance to protect members’ benefits and support sustainable outcomes.