Scheme Secretarial & Trustee Board Support

Setting the standard for effective governance.

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  • Why governance matters

    Governance is at the heart of a successful pension scheme. With increasing regulatory scrutiny, it’s more important than ever to have robust systems and processes in place. Dalriada’s scheme secretarial and trustee board support services ensure your scheme remains compliant, efficient, and member-focused. 

    Working to support the Chair of Trustees, the pension scheme secretary is a pivotal role that is time-consuming and resource intensive. An effective scheme secretary can transform the running of your scheme and help to maintain an effective system of governance.

    Good governance safeguards members’ interests, reduces risks, and ensures the long-term sustainability of your scheme. Our team’s deep expertise and proactive approach help Trustee boards navigate regulatory requirements and maintain high standards.

    Comprehensive support:

    Flexible Engagement

    From minute-taking at meetings to fully outsourced secretarial roles, our services adapt to meet your needs. 

    Regulatory Compliance

    We provide tailored frameworks and documentation to ensure compliance with the General Code of Practice and other regulations. 

    Stakeholder Management

    Our team fosters strong relationships with trustees, employers, and advisers, creating a collaborative environment that supports informed decision-making. 

    Our Services Include:

    - Preparation and distribution of meeting agendas and minutes. 

    - Governance reviews and implementation of best practices. 

    - Risk management, ensuring adherence to regulatory standards. 

    - Coordination with advisers to streamline communications and enhance accountability.

    Is your governance framework ready for the future?

    With ever-evolving regulations, strong governance is more important than ever. Reach out to learn how our scheme secretarial and trustee board support services can enhance your compliance and protect your members' interests.

  • Get in touch with us

    Call us on 028 9041 2018 or fill out the form below and someone will get back to you.