Trustee maintenance bundle services include:
- Regular member of the board of trustees
- Defined benefit or defined contribution funds
- Option to be a member of an active sub-committee
- Option to sit as chair of the board
- All regular activity included (e.g triennial actuarial valuations, investment strategy reviews and adviser reviews)
Our pricing guide
We are a truly independent and non-profit company
Pay for an on-going maintenance bundle that meets your specific goals and budget, or a one-off flat fee for a project boost to tackle the hefty workload. It’s your choice – you’re in control. Our fees are transparent with no hidden extras. You’ll find them in our pricing guide.
Keep on top of the pension workflow with our maintenance bundles. Feel confident everything is in hand behind the scenes while you carry on with the real work.