Governance of Defined Benefit Investments


Ensuring legally-compliant governance is vital to help protect a pension scheme’s assets.  Our experts will work with your scheme (and any existing advisers) to help make this a reality.  We can support a scheme in many ways, including:

  • Training

Arranging and/or delivering training that will enable trustees to meet  The Pensions Regulator’s requirements

  • Meetings

Our consultants can support trustee/investment sub-committee meetings in many ways, including:

  • Agenda templates

  • Draft agendas

  • Quarterly investment monitoring reports

  • Strategy review recommendations

  • Economic updates

  • Draft minutes review & outstanding actions follow-up

  • ESG considerations

  • Risk Mitigations


    We can work with the trustee/investment sub-committee to ensure safeguards surrounding the security of Scheme asset are established and maintained.


Business Development

Sankar Mahalingham

07436 792 261