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for Trustees

Trustee services

We provide services to Trustees (and Employers) for Defined Benefit (DB) and Define Contribution (DC) pension schemes.

Our services include Member Advice and Helplines for:

  • At Retirement Advice on all of the options available in the whole of the market

  • Financial planning as part of flexible benefit programme

  • Pension Increase Exchange (PIE) projects

  • Enhanced Transfer Value (ETV) projects


We also provide Investment Governance to both DC and DB trustee boards.

Please contact Susan Phillips on 020 8213 5860 to discuss your requirements.

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