Outsourced Governance Services

A scheme secretary works for the trustee board. They run the meeting cycle – agendas, papers, minutes and actions – and maintain the governance framework around it. An outsourced pensions manager sits between the company and the trustee board, running the scheme day to day. Some schemes need one, some need both, and the two roles can be split between us and your in-house team.

The core of it is the meeting cycle: agendas set with the chair, papers collated and issued, discussion and decisions minuted, actions tracked and chased. Around that sits the governance framework – the scheme calendar, risk register, conflicts register, training records and the regulatory submissions that fall due through the year.

Yes. Scheme secretarial, governance support and outsourced pensions management are all available as standalone appointments. You don’t need to change your trustee arrangements to appoint us, and we work equally well alongside an IGG trusteeship where that suits the scheme.

Three reasons come up most. Independence – we hold none of your scheme’s adviser mandates, so we can review their work and challenge it. Depth – a team absorbs peaks, covers absence and removes the risk of everything sitting with one person. And breadth – we see how a wide range of schemes are run, so you get a view of what good looks like rather than one house approach.