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asked questions

Q. What services do you provide?
A. Our core services in respect of retirement benefits schemes are:

  • Ongoing support services to enable Trustees to discharge their duties effectively. In these we act as Corporate Principal Officer, advising Trustees and sponsors and managing relations with Regulators and administrators, custodians and managers for the benefit of all stakeholders; and
  • "Project" services for specific tasks such as establishing new schemes and restructuring existing schemes.

Q. Are you Corporate Trustees?
A. Yes we are able to provide Corporate Trustee services to clients who require this service

Q. Are you scheme administrators or investment managers or custodians?
A. We are scheme administrators, providing the full range of scheme administration, accounting and compliance management services either as a package or on a “pick and mix” basis.

Q. Are you registered with RBA?
A. Yes

Q. Do you work for or with RBA?
A. We do not work for RBA – except from time to time in specific cases when RBA appoints us as Interim Administrator of schemes which are experiencing difficulties. In the main we work for scheme Trustees and/or Sponsors. However, the nature of our services means that we work closely with RBA on behalf of our Clients. We enjoy a good relationship with RBA which enables us to understand their policies and give the best service to our clients.

Q. Do you work for local and multinational clients?
A. Yes. The origin of the scheme sponsor is not a factor we consider when entering into a client relationship.

Q. Are you the Association of Retirement Benefits Schemes (ARBS)?
A. No, but we host the Executive Secretariat of the Association. This includes providing advice to members of ARBS.

For more information kindly contact us.