How it Works

At this initial stage we will need to know the type of pension scheme and the number of scheme members and we can provide you with a fee quote.

If you are happy with your quote, we will need you to complete a New Client Factsheet.     

Once we have reviewed your details and received confirmation that you wish to go ahead, we will send you a Client Agreement form to sign and send back to us. 

The actual appointment of a trustee is made by signing the trust documents prepared by the insurance company or registered administrator you have chosen for your scheme.