Pension schemes are becoming increasingly complex to govern. Pensions law and regulation is continually evolving and, with this, the demands on trustees are increasing.

PTL is a leading provider of professional trustee and governance services to pension schemes, and we would like to give you the benefit of our experience AT NO COST.

What we will do:

Provide us with the three scheme documents shown below and we will review them and make at least three recommendations on how to improve the efficiency of your scheme.

What we will need:

  1. Latest annual report and accounts
  2. Latest actuarial valuation
  3. Trust deed and rules

We are happy to sign a confidentiality agreement before these documents are released to us, if you prefer.

Your commitment:

This is a complimentary service. All that we ask is that you give us a chance to present and explain our findings, in person, at your next trustee meeting.