What are my duties as a Member Trustee?

Acting as a Member Trustee to your own pension scheme is a different role to being a Member of it or a Director of the sponsoring Company, although all three roles frequently are carried out by the same person.

Member trustees will recognise that whilst their duties of company director, scheme trustee and scheme member are quite separate, they may, on occasions be complementary and reward each area of responsibility.

Contact us for more about Member Trustees.

0 comments on “What are my duties as a Member Trustee?
  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr C.CPML set up our SSAS in 1998 and has looked after us ever since. The relationship started when our accountant suggested to my business partner and me that we should consider using an independent financial adviser to best place the monies in our pension plans rather than leave them with one large international insurance company.
  • How we work closely with Financial Advisers (Part 1)At Pensions Management Limited, we often work with a client's Financial Adviser. Such cases usually involve us in: providing good administration, commercial property purchase, flexible use of options or just listening and talking about possible options and alternatives. We have always prided ourselves in being approachable. A Financial Adviser asked us to» Read More