Assurance Report on Internal Controls 2022

21st June, 2023

  • We are delighted to present our comprehensive report that outlines the robust control procedures in place for our Trustee and Master Trust services. This report covers the period ending 31 December 2022 and has been meticulously prepared in accordance with the esteemed Technical Release AAF 02/07 and AAF 05/20, titled “A Framework for Assurance Reports on Third Party Operations and Master Trusts,” published by the Institute of Chartered Accountants in England and Wales (ICAEW).

    In keeping with our commitment to transparency and adherence to global standards, we are proud to report on two sets of control objectives for this reporting period.

    At Dalriada, we understand the critical importance of maintaining an robust control environment to safeguard the interests of our clients and the beneficiaries they serve. By adhering to the ISAE 3000 and leveraging the comprehensive control objectives outlined in the Technical Release AAF 02/07 and AAF 05/20, we ensure that our Trustee and Master Trust services are backed by stringent controls and procedures.

    Our commitment to excellence is reflected in the thoroughness of our reporting process. By upholding the highest industry standards, we aim to instil confidence in our clients and stakeholders regarding the effectiveness of our control framework.

    At Dalriada Trustees Limited, we remain steadfast in our dedication to providing exceptional Trustee and Master Trust services. Our commitment to transparency, accountability, and adherence to global standards allows us to deliver the highest level of service to our valued clients.

    Read our full Assurance Report on Internal Controls

    orange front cover with white text and origami flower, dalriada assurance report 2022

    Please do not hesitate to reach out to us should you have any questions or require further information.

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    • Published byChris Roberts

      Chris is managing director of Dalriada Trustees and a professional trustee who set up our Manchester office in June 2015.Ā  Chris previously worked for two large benefit consultancies and as administration manager for a large in house pension scheme in...

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