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Trustee Advice

MKP have immense experience and have offered Trustee support services since our formation in 1987. The role of a Pension Fund Trustee is becoming more and more onerous as legislation is being continually updated.

The role of a lay Trustee is very important in the operational process. The launch of a new Pension Regulator in April 2005 combined with the passing of the Pensions Act 2004 (effective 6th April 2006) has now added to a Trustee's workload.

MKP can provide both Independent Trusteeship or a "Corporate Trustee" via London & Caledonian Trustees Ltd or indeed Lawrence Graham Trust Corporation. We have a strong working relationship with both companies.

Professional advice is key and therefore MKP provide:-

  • Advice to Trustees on scheme design
  • Interpretation of the Trust Deed & Rules
  • Liaison with Scheme Investment Managers, Scheme Actuary, Auditor & Scheme lawyers
  • Preparation of Agenda's
  • Taking of minutes (full secretarial)
  • Pro-active advice on legislative changes including MNT's
     
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