Why it is important to you who you choose
as a trustee and/or investment advisor:

It is vital to get the correct independent trustee and/or investment specialist for your pension scheme.

The independent trustee or investment specialist brings a wealth of relevant knowledge and experience to your pension scheme’s trustee board.

The responsibilities of such a trustee can be compared to those of a non-executive director; for example, the amounts of money involved may be similar. However, in many respects the responsibilities are greater. An independent trustee is often the most experienced member of the trustee body having more influence with fellow trustees than a non-executive Chairman of the Board.

There is a danger that the selection process can be a hit and miss affair.