Client Access

Client Access is a secure, shared workspace for clients, trustees and advisers, housing a variety of documents and information in one place.  Designed to facilitate scheme management in an effective manner, it uses a practical working structure that allows the latest information to be easily located and shared between users working in different places. Typically documents posted to this site will include:

• Trustee meeting papers, scheme documents, pensions news and updates, scheme calendar and contact information
• Regularly-used material, such as project plans, minutes of recent meetings and drafts being worked on by one or more of the site users
• Legal and reference material such as the Trust Deed and Rules, Statement of Investment Principles and latest actuarial valuation
• Compliance documentation to facilitate trustees’ business, such as the business plan, risk log and conflicts of interest policy.

For more information, please contact David Carstairs on 01372 200279.

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