Trustees
Collaborative and clear advice combined with award-winning pensions administration to power informed and effective decision-making.
Straightforward solutions to complex challenges.
In recent years, trustee boards of all sizes have chosen to partner with us, increasingly concerned about delivering on their responsibilities and governance with the legacy practices and outdated systems they have inherited.
40
years of positive results for trustees
400+
trustee board relationships
50:50
unique corporate: trustee split
200+
trustee and scheme actuary appointments
Benefits of our approach
Fast access to tailored support from our agile team
Greater certainty of delivery against goals and governance
Support for trustees across private and not-for-profit sectors
Providing effective solutions for the industry-wide challenges
Greater insight and control of your scheme through digital solutions
Accredited by PASA, QAS and The Institute of Customer Service
Delivering greater certainty
We offer decades of strategic experience advising schemes, complemented by friction-free pensions administration, bespoke investment solutions and award-winning proprietary technology. This, combined with our independence, delivers an approach that takes what’s been done in the past, then improves on it. Delivering greater certainty of outcomes for trustees and their members year after year.
Explore the right service for you
Pensions administration
Providing a frictionless pensions administration journey for members, trustees and sponsors. We believe that by creating the right blend of human touch and state-of-the-art technology, we’ll deliver the best possible experience for every member on their road to retirement and beyond.
Success stories
Key people
Richard Hennessy
Partner & Head of Trustee Services
Jonathan Summerlin
Partner & Manchester Office Head
Mark McClintock
Partner & Belfast Office Head
Girish Menezes
Partner & Head of Administration
Samantha Coombes
Director
Jay Solanki
Head of Pensions Governance
Laura Higgins
Partner & Bristol Office Head
Robert Bass
Partner
Kristy Cotton
Director
Paul Greenall
Partner
Robert Watkin
Partner
Paul Geeson
Partner
Steve Robinson
Partner
Richard Birkin
Partner & Birmingham Office Head
Emily McGuire
Partner & Head of Investment
Ed Wilson
Partner
Claire Whittaker
Partner
Rick Percival
Director
Isio insights
Get in touch
Call us today for a conversation about helping you deliver on your commitments and goals with greater certainty.