MITIGATING CONFLICTS OF INTERESTS

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Corporate Trustee

As a Corporate Trustee, Trustee Principles would act as an independent professional body whose role would be to ensure that schemes are properly administered, member’s rights are safeguarded and members and dependants receive the benefits they have earned. As an independent professional trustee we are happy to act on either a sole basis as the only Trustee or on a joint basis working with other trustees. 

Carrying out the functions, duties, and obligations of a trustee:

  • Operating the scheme in accordance with trust law, the Pensions Act and the scheme’s trust deed and rules
  • Acting in the best interests of the beneficiaries and making effective trustee decisions relating to the schemes
  • Taking advice as required and acting prudently, diligently and in good faith
  • Overseeing the delegated functions - investment and administration of the scheme
  • Reviewing reports and decisions