We are able to provide full secretarial services to complement our consultancy and administration offerings, or as a standalone service.
Our secretarial services include:
- Liaison with third party service providers;
- Preparation and issue of trustee meeting packs (hard copy or electronic);
- Attendance at trustee meetings;
- Preparation and circulation of trustee meeting papers;
- Management of trustee meeting action points; and
- Use of our online governance tool, QView. Find out more.
We provide general and scheme-specific trustee training and consultancy through modular training courses. Our generic one-day courses provide a solid grounding in trust and pension law, investment and funding principles, and how to be an effective trustee. Our scheme-specific training offers a tailored package, depending on your needs. Both types of training are suitable for new trustees and experienced trustees alike.