Pension Trusts

Pension Trusts

We have extensive experience in designing and operating corporate pension schemes. Our team works with clients ranging from large international businesses to small entreprenurial firms wishing to establish discretionary or fixed interest trusts or looking for a tax efficient investment vehicle. 

We administer both Exempt and Registered pension schemes, assisting throughout the process from the establishment of the Plan to administration and management in accordance with the Plans’ rules. Our pension trust services include fulfilling all the statutory reporting requirements to the regulator and reporting to the Plans’ members. 

Our pension trust services include

  • Establishment of scheme
  • Pension trustee
  • Administration of scheme
  • Accounting and financial reporting
  • Regulatory reporting
  • Administration of scheme membership
  • Compliance
  • Cash management