Corporate Financial Services
We work closely with Pension and Charity Trustees to ensure compliance with Legislative and Regulatory issues, assist with employer negotiation and provide advice to scheme members upon request. These combined ensure efficient running of the scheme, compliant record keeping and member protection.
Trust Review and management service - providing a framework for the central management of trusts.
Trustees Investments - Our approach is very simply built around working with Trustees to determine financial goals and put in place arrangements to achieve these within agreed tolerances to risk, ensuring the investment requirements of the Trustee Act 2000 are met.
Establishing Goals - We understand that the financial needs and goals of Trustees will differ, driven by their requirements for income and capital and the timescales for these.
We will undertake research and make recommendations for an appropriate investment strategy and manager for each goal, ensuring there are clear benchmarks for ongoing assessment and reporting.
Trustee Responsibilities - We understand the responsibilities Trustees have under the Trustee Act 2000. For investment management these include the need to set clear objectives for funds and chose appropriate performance, risk and time benchmarks for fund managers.
An Independent Service - As independent financial planners, Lucas Fettes will ensure the Charity and Trustees receive a service that is tailored to their requirements and consists of the following:
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