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Guiding you along a clear path

As a trustee of a pension scheme you hold a huge amount of personal responsibility, not least:

  • the investment decisions you make and how they’ll directly affect the standard of living that each individual can enjoy at retirement
  • the obligation to ensure your scheme operates within the strict (and ever-tightening) regulatory framework.

Trustees can be personally liable for the decisions they take so it’s important to get the right advice – something Courtiers works with many organisations to provide.

For years Courtiers has worked very closely alongside the trustee board of a large, family owned business to provide, through three of four trustee meetings a year:

  • Guidance and advice on all aspects of the company’s pension scheme
  • Regulatory and industry updates and detailed commentary on the performance of the company’s underlying investments and comments on the wider economic outlook
  • Direct advice and support to scheme members, many of whom take advantage of the Courtiers Online Valuation service to view details of their individual policies.

Collaborating with an educated, clear-talking and hands-on organisation like Courtiers could be good for you and your business. While you may be out in the open at times as a trustee, we can ensure that tending to your responsibilities feels more like a walk in the park.

How can we help you?

To discuss your corporate needs in confidence, call our Head Office on +44 (0) 1491 578 368 or select an option below:

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Latest Video Commentary

When Pensions + Life Insurance = Tax Bill

Commentary from Jonathon Howard.
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