| We specialise in acting as Secretary to Trustees or in providing technical support to the present Secretary
|
|
| Having an independant pension secretary is similar to having services of a qualified, permanent, in-house pensions manager on tap to write reports and to supervise the Company's and the Trustees' pension duties
|
|
| The Secretary works closely with the Trustees and the Company officials and, in conjunction with the Scheme's advisers and administrators, maximises the efficiency of the Trusteeship
|
|
| The duties of a professional pension scheme Secretary:
|
|
| 
| Initiating Trustees' business
|
| Planning the Trustees' activities
|
|
|
| Preparing agendas and reading
material for Trustees' meetings
|
| Attendance at meetings
|
|
| | Maintaining the minute book
|
| Compiling annual reports
|
|
|
| Preparing draft accounts for audit
|
| Overseeing Trustees' training
|
|
|
| Representing the trusteeship in writing or in person
| | Overseeing the provision of administration, legal, and consulting services provided to the Trustees
|
|
| | Ensuring the Scheme's documentation and procedures are up to date
|
|
|
| With the appointment of a Secretary the Trustees' will have:
|
|
| | A pemanently available, inexpensive base of pensions management at their meetings
|
| Minutes and resolutions drafted by a pensions specialist
|
|
|
| Confidence in the knowledge that they are carrying out all their duties to the letter of the law
|
| Potential to reduce overall operating costs through less duplication of effort by advisers and administrators
|
|
|
| Comprehensively prepared reading material
| | An independent voice at the meetings
|
