Barnett Waddingham has provided trustee secretarial and pension management services as part of our actuarial and administration services to clients for many years, and have a specialist resource in this area. 

We tailor our services to meet your needs - whether you are looking for a core service, such as taking trustee minutes, or whether you are seeking broader support such as an ’outsourced pension manager‘.

We offer access to support from experienced governance and secretariat specialists who can help relieve the burden of increased workloads placed on trustees’ shoulders.

Secretary to the trustees

The key objective of the secretary to the trustees is to ensure an effective trustee board. The secretary will support the chair to ensure a high level of governance is consistently obtained, as well as keeping the trustees up-to-date and compliant with relevant legislation and The Pensions Regulator guidance.

Our services

Actuarial

Services for trustees of Self-Administered Trusts

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Investment

Services for trustees of Self-Administered Trusts

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Pension administration

Services for trustees of Self-Administered Trusts

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Secure on-line document library

We offer trustee clients a secure online platform from which they can access the most up-to-date versions of documents direct from our systems through our online system, BWebstream. It brings improved security, efficiency and accessibility to our interactions and gives our clients real-time access to their data. 

Communication support

We are able to support trustees in updating scheme literature and regular member communications, such as newsletters.  Member engagement is an on-going challenge for defined contribution (DC) scheme trustees, a challenge that has increased with auto-enrolment (AE).  We have extensive expertise in producing engaging member communications, which means that we can provide constructive suggestions and recommendations on the approach to such communications, if required.

Bespoke services

Our Pension Management Consultants have broad experience within the pensions industry and can provide you with specialist support when you need it most.  We can provide interim support for in-house Higher Education (HE) pension administration teams at short notice to cover increase in workload due to unexpected projects or absences.  We can help you in designing communication to members, reviewing processes, conducting governance reviews, and by undertaking AE audits.

Further details of our pension management services can be found here.