Sole trustee

A sole trusteeship is when a full trustee board is replaced with a single entity, either an individual or a professional trustee company.

  • 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 particular scheme and sponsoring employer.

    We use a team of experienced pension professionals to service each appointment with the composition of the team reflecting the bespoke requirements of each scheme and the balance of skills, knowledge and experience required.

    Our trustee team is made up of actuaries, administrators, lawyers, investment specialists, covenant specialists, accountants, pension managers and others pension professionals which ensures we can always call upon the right mix for your scheme.

    We work with the sponsoring employer in a strategic, pragmatic and collaborative way to fulfil our duties as a trustee whilst ensuring there are no unexpected surprises. In our role, we will work closely with the scheme’s service providers and advisers to make sure they focus on adding value for the scheme and its members, whilst ensuring that legislative and regulatory requirements are complied with.

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

    As a sole trustee, Dalriada will take on the legal responsibility for running the scheme, freeing-up time for the senior management team. Having us act as sole trustee also helps manage the conflicts of interest which can arise from time to time for trustee boards and our independence means that the outcomes achieved reflect a balanced outcome for the scheme and its members, but also the sponsoring employer.

  • Get in touch 

    Please complete this form and a member of our team will contact you shortly to discuss a Sole trustees appointment.

Trustee types

We can deliver our services in a number of different ways

  • Non-executive trustee

    • Attend and participate in trustee meetings.
    • Work collaboratively with existing trustees and sponsoring employers.
    • Provide unique innovative approaches to the challenges schemes face.
    • Monitor the scheme's investment strategy and performance.
    • Provide strategic direction.
    Find out more
  • Chair of trustees

    • Provide input and prepare agenda for trustee meetings.
    • Attend and chair trustee meetings.
    • Review and approve the minutes of the meeting.
    • Monitor actions arising and feed back on progress.
    • Also a strong, experienced and knowledgeable independent trustee.
    Find out more
  • Sole trustee

    • Experienced team working behind each sole trustee.
    • Single point of contact.
    • Work closely with the scheme’s service providers and advisors.
    • Reduces need for sponsoring employer monitoring.
    • Invite employer and stakeholders to attend formal trustee meetings.
    Find out more
  • Executive trustee

    • Maintains high quality professional services.
    • Strategic direction and full control.
    • Single point of contact.
    • Saves scheme time and money.
    • Access to our ground breaking technology, Mantle®.
    • Live administration and actuarial data.
    Find out more

Reasons to choose Dalriada for Sole Trusteeship

  • 1

    Experienced team working behind each sole trustee.

  • 2

    Single point of contact.

  • 3

    Work closely with the scheme’s service providers and advisors.

  • 4

    Reduces need for sponsoring employer monitoring.

  • 5

    Invite employer and stakeholders to attend formal trustee meetings.