This is individually tailored for each client. This is a useful and efficient resource for smaller schemes where no-one at the company is dedicated to pensions issues; but also for larger schemes where the meeting schedule and subcommittee work and requirements are extensive.
The role can extend to acting as the client's pensions department so that members liaise direct with the PALLP dedicated client team via a direct client hotline telephone number or email address. We also can, if required, coordinate all trustee meetings, liaising individually with trustees on dates and agendas and attending meetings to take minutes to ensure that actions are followed up to agreed timescales. We provide regular ‘Current Topics’ pensions updates and ensure that Trustees and their schemes are kept compliant but adopt a molehill rather a mountain approach. This is typical of our style which seeks to avoid Consultancy Fee Generation Projects (CFGPs).
Pope Anderson is well placed to provide the high quality service you require, whether you are looking for full secretarial services or simply assistance with meeting management or the development of a business plan.
To assist trustees in their duties, Pope Anderson has developed an on-line document storage facility, DocMan, which holds all important scheme documents, from trust deeds and scheme booklets to meeting agenda and associated papers. Please contact us if you would like more information on this service.