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Trustee Support Services

Trustees ‒ Trustee Support Services

Secretarial services

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.

Trustee training

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.

Find out more.

> Find out when our next trustee training event takes place.