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  • Dalriada Trustees

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    How can trustees embrace ESG? https://t.co/RKcBTWlSQI https://t.co/CWjtusaReW

    16 Sep, 2020
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    Join us today for another Tea with a Trustee, a 30 minute webinar with our accredited professional trustees to hear… https://t.co/RLxQl6w1Kk

    15 Sep, 2020

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Find the service for you

I am looking for a trustee to provide:

Services we offer

  • Defined benefit schemes

    We help to manage and mitigate some of the risks and uncertainty involved in defined benefit schemes.

    Find out more
  • Defined contribution schemes

    Our trustee service can make sure your defined contribution scheme is compliant and held to the best governance standards.

    Find out more
  • Governance committee

    We can help set up, run or be an independent member of your scheme's governance committee.

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  • Master trusts

    Trusteeship services to master trusts

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  • PPF assessment period

    Dalriada is one of five specialist firms that are members of the Pension Protection Fund’s...

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Professional Trustee Services

We can deliver our services in a number of different ways

More info

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  • Belfast Office

    Linen Loft
    27-37 Adelaide Street
    Belfast
    BT2 8FE

    028 9041 2018
  • Birmingham Office

    Edmund House
    12-22 Newhall Street
    Birmingham
    B3 3AS

    0121 389 2320
  • Bristol Office

    Castlemead
    Lower Castle Street
    Bristol
    BS1 3AG

    0117 959 5000
  • Glasgow Office

    The Culzean Building
    36 Renfield Street
    Glasgow
    G2 1LU

    0141 331 1053
  • Leeds Office

    Princes Exchange
    Princes Square
    Leeds
    LS1 4HY

    0113 426 4489
  • London Office

    46 New Broad Street
    London
    EC2M 1JH

    020 7495 5515
  • Manchester Office

    82 King Street
    Manchester
    M2 4WQ

    0161 641 6313

Why Dalriada?

  • 1

    We propose Trustee Representatives who operate at the forefront of the pensions industry.

  • 2

    As a professional trustee with considerable in-house expertise, we are able to correct any imbalance in technical knowledge between the Trustee and their advisers;

  • 3

    Our Trustee Representatives are able to call upon the wider knowledge and experience of a team of over 130 pension professionals across a range of disciplines. This includes qualified actuaries, administrators, scheme accountants, IT experts, investment and employer covenant specialists with experience across a wide range of defined benefits schemes;

  • 4

    We seek to collaboratively engage the Company and the Trustees in the development and implementation of pension strategy

  • Get in touch with us

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

  • Dalriada is one of the leading providers of Sole Trusteeship for UK pension schemes.

    In our view each Sole Trusteeship appointment is unique reflecting the circumstances of the Scheme and sponsoring employer.

    We use a team of experienced pension professionals to service each appointments with the team reflecting the bespoke requirements of each scheme. Our pool of trustees is made up of actuaries, administrators, lawyers, investment specialists, covenant specialists, accountants, pension managers and others which ensures we can always call upon the right team for your scheme.

    We work with the employer in a pragmatic and collaborative way to satisfy our duties as trustee whilst ensuring there are no unexpected surprises for the employer. In our role, we will work closely with the scheme’s service providers and advisors to ensure they provide what the scheme needs.

    We invite the employer and other stakeholders to our formal Trustee meetings so that they can see work we do.

    Dalriada will take on the legal responsibility for running the scheme freeing-up time for the senior management team. Dalriada will ensure regulatory compliance for your scheme.

    Dalriada will deliver a solution that works for the scheme and the employer.

    As an independent, there is no conflict of interest in using us.

    Frequently Asked Questions

    Title

    We use a team of experienced pension professionals to service each appointments with the team reflecting the bespoke requirements of each scheme. Our pool of trustees is made up of actuaries, administrators, lawyers, investment specialists, covenant specialists, accountants, pension managers and others which ensures we can always call upon the right team for your scheme.

    Title

    We use a team of experienced pension professionals to service each appointments with the team reflecting the bespoke requirements of each scheme. Our pool of trustees is made up of actuaries, administrators, lawyers, investment specialists, covenant specialists, accountants, pension managers and others which ensures we can always call upon the right team for your scheme.

    Some of our clients

Contact us

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Our Offices

  • Secretarial

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  • Announcements

  • 4th Announcement – November 2017

    This is the fourth Announcement to members and is the annual update on what actions have been taken in relation to our appointment as trustees.

    You may recall that Dalriada Trustees Limited (Dalriada) is a professional independent trustee which was appointed by Court Order to take over the running of the Scheme on 19 September 2013. Dalriada is experienced in dealing with pension schemes that have complex issues and / or have unusual investments.

    As an independent trustee, Dalriada is not linked in any way with the original trustees of the Scheme. Dalriada replaced the original trustees and was given exclusive powers to deal with the Scheme. The original trustees have had no involvement in running the Scheme since our appointment.

    Dalriada was appointed because there were concerns that the Scheme was being used for pension liberation.

    Related documents
  • Frequently Asked Questions will be added here from time to time as they are identified – please check back for updates.

    Title

    We use a team of experienced pension professionals to service each appointments with the team reflecting the bespoke requirements of each scheme. Our pool of trustees is made up of actuaries, administrators, lawyers, investment specialists, covenant specialists, accountants, pension managers and others which ensures we can always call upon the right team for your scheme.

    Title

    We use a team of experienced pension professionals to service each appointments with the team reflecting the bespoke requirements of each scheme. Our pool of trustees is made up of actuaries, administrators, lawyers, investment specialists, covenant specialists, accountants, pension managers and others which ensures we can always call upon the right team for your scheme.

  • When is your Risk Register a risk?

    Published byChris Roberts
    21 July, 2018

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    Read More

Recent Articles

  • Request more information

    Call us on 028 9041 2018 or fill out the form below to enquire

    • British Airways – the return flight to the Court of Appeal

      Nam porttitor blandit accumsan. Ut vel dictum sem, a pretium dui. In malesuada enim in dolor euismod, id commodo mi consectetur…. Read More

      Chris Roberts
      12 July, 2018
    • British Airways – the return flight to the Court of Appeal

      Nam porttitor blandit accumsan. Ut vel dictum sem, a pretium dui. In malesuada enim in dolor euismod, id commodo mi consectetur…. Read More

      Chris Roberts
      12 July, 2018
    • British Airways – the return flight to the Court of Appeal

      Nam porttitor blandit accumsan. Ut vel dictum sem, a pretium dui. In malesuada enim in dolor euismod, id commodo mi consectetur…. Read More

      Chris Roberts
      12 July, 2018
    • British Airways – the return flight to the Court of Appeal

      Nam porttitor blandit accumsan. Ut vel dictum sem, a pretium dui. In malesuada enim in dolor euismod, id commodo mi consectetur…. Read More

      Chris Roberts
      12 July, 2018

When is your Risk Register a risk?

21 July, 2018

  • Request more information

    Call us on 028 9041 2018 or fill out the form below to enquire

  • Dalriada is one of the leading providers of Sole Trusteeship for UK pension schemes.

    In our view each Sole Trusteeship appointment is unique reflecting the circumstances of the Scheme and sponsoring employer.

    We use a team of experienced pension professionals to service each appointments with the team reflecting the bespoke requirements of each scheme. Our pool of trustees is made up of actuaries, administrators, lawyers, investment specialists, covenant specialists, accountants, pension managers and others which ensures we can always call upon the right team for your scheme.

    We work with the employer in a pragmatic and collaborative way to satisfy our duties as trustee whilst ensuring there are no unexpected surprises for the employer. In our role, we will work closely with the scheme’s service providers and advisors to ensure they provide what the scheme needs.

    We invite the employer and other stakeholders to our formal Trustee meetings so that they can see work we do.

    Dalriada will take on the legal responsibility for running the scheme freeing-up time for the senior management team. Dalriada will ensure regulatory compliance for your scheme.

    Dalriada will deliver a solution that works for the scheme and the employer.

    As an independent, there is no conflict of interest in using us.

    • Controlled at the right level;
    • Updated in real time;
    • Considers the risks appropriately.

    “I have seen many registers that are a wonderful sea of green with no risks identified. I would be confident without exception that these registers must simply be wrong.”

    Summary

    The risk register does not need to be overly complicated. If you consider the three points above, you should have a document that is:

    1. Controlled at the right level;
    2. Updated in real time;
    3. Considers the risks appropriately.
    Share article
    • Published byChris Roberts

      Chris' experience includes complex investment strategy reviews, scheme wind ups, PPF transitions, defined contribution trusteeship, working with overseas parents and negotiating complex recovery plans.