Independent Pension Trustee Services - Dalriada Trustees

By: Dalriada Trustees  05/12/2011
Keywords: Monitoring Service, trustee services, Significant Expertise

  • Ongoing Schemes

    Dalriada Trustees services are tailored to the specific needs of ongoing pension schemes to ensure smooth/robust scheme management.

  • PPF Assessment

    Expert and knowledgeable team highly experienced in guiding schemes through the PPF assessment period.

  • FAS Assessment

    Working closely with the FAS, Dalriada Trustees continues to complete FAS scheme transfers on time, within budget and with excellent service to the members.

  • Winding-Up

    Dalriada Trustees will remove uncertainty and provide continuity during any wind up period. As a core part of our business we have developed significant expertise in this area.

  • Contract Based Schemes

    Dalriada Trustees can provide a consulting and monitoring service for contract based schemes to ensure they meet the high standards expected of work based pension arrangements.

  • Other Roles

    Dalriada Trustees also offer various other services to assist pension schemes and pension scheme trustees.

  • Keywords: Fas Scheme, Monitoring Service, Pension Trustee, Pension Trustee Services, Significant Expertise, trustee services,

    Other products and services from Dalriada Trustees


    Ongoing Schemes

    At times the role of a trustee will encounter potentially contentious issues involving employer negotiation such as setting scheme contributions, implementing revised funding and investment arrangements and dealing with business acquisition. We have extensive experience dealing with third party service providers and other professional firms, which allows us to ensure a co-ordinated and cost effective approach.


    Financial Assistance Scheme (FAS) assessment

    It is only as we approach the final stages before transfer to FAS that some of the member facing issues are emerging and we have learned the importance of precise and thoughtful communication with the scheme members, particularly those at or near retirement.


    Pension Scheme Wind Up - Dalriada Trustees

    Whether your scheme is heading for the Pension Protection Fund or Financial Assistance Scheme or is simply winding up outside of these, our Scheme Terminations team has detailed, wide ranging and up to date experience of the issues which can arise and how to solve them.


    DC & GPP Contract Based Schemes

    There has been a significant rise in Defined Contribution pension provision through Group Personal Pensions and stakeholder products and it is no less important to protect members and their benefits. Whilst not governed under trust, members need to be protected using the same principles as are applied to trust based schemes, particularly in relation to scheme governance administration and investment.


    Pension Protection Fund (PPF) Assessment

    Focusing on these key problem areas will quickly provide a picture of the likely complexity of a case whilst avoiding the need for time consuming and costly reports by advisers. Dalriada’s Scheme Terminations experts have wide ranging in depth experience in all aspects of the Pension Protection Fund assessment process.