Dalriada.Together: Trusteeship, Reimagined

Making your scheme future-ready with Together

A personal perspective

If you’re feeling overwhelmed by the rising expectations on trustee boards – from regulatory pressure to adviser management – you’re not alone. Having supported trustee boards for over 20 years, I’ve experienced the reality of juggling responsibilities, bridging communication gaps, and navigating governance with limited time and resources. Whether working within in-house roles or consulting for schemes relying heavily on external advisers, the challenges remain the same: complexity, cost and a constant strain on time.

The challenges with traditional trusteeship

Building and running a traditional trustee board that truly delivers value is difficult. Even getting the right mix of member and employer-nominated trustees can be time-consuming. Then comes the challenge of aligning different viewpoints, managing potential conflicts of interest, and maintaining governance knowledge in an evolving regulatory environment.

Often, sponsors feel side-lined – out of the loop when it comes to major decisions. Meanwhile, delays in decision-making, inconsistent adviser advice and rising costs begin to feel inevitable. When there are too many voices, responsibilities blur, and accountability can suffer. Unfortunately, this can lead to poor outcomes for both members and the sponsor.

What makes Dalriada.Together different

With Dalriada.Together, trusteeship looks very different – and that’s a good thing.

We act as a Professional Corporate Sole Trustee (PCST) supported by a skilled, diverse, and dedicated team covering investment, actuarial, administration, legal and governance. This model eliminates delays and disconnects by replacing complexity with clarity.

You benefit from faster decisions and tighter project delivery, because we manage everything in-house – including direct access to real-time data through Mantle, our integrated administration and actuarial platform. That means we don’t need to wait for quarterly reports or chase updates from disconnected advisers. We see what’s happening now – and act accordingly.

And crucially, we align with your strategic objectives as a sponsor. You get one agreed budget. One trusted relationship. Full control over outcomes, without having to manage the scheme day-to-day.

Real benefits for Sponsors and Members

Dalriada.Together gives you the best of both worlds: confidence in your scheme’s governance, without the operational burden. Our team handles the heavy lifting, but always in partnership with you.

Sponsors gain clearer visibility and better cost control. Members get timely, accurate communications and confidence that their scheme is being run efficiently and with care. By removing unnecessary adviser overlap and aligning scheme operations under one roof, we reduce costs while raising service standards.

As someone who’s worked across both traditional and consolidated models, I’ve seen first-hand how effective this integrated approach can be – not just for day-to-day scheme management, but for long-term outcomes too.

Why this matters now

Governance expectations aren’t going to get easier. Whether you’re navigating buy-out, considering run-on, or just want to take control of rising costs and scheme complexity, now is the time to rethink your approach.

Dalriada.Together offers the speed, clarity, and expert insight your scheme needs to thrive. The Dalriada.Together trusteeship model is future-focused, already delivering real impact – and one I genuinely believe in.