Trustee Compliance

Our range of services includes:

• Maintaining an up-to-date and complete archive of scheme documentation for trustees and members
• Arranging the agreed trustee training programme and maintaining the associated training logs
• Arranging payment of annual scheme levies in accordance with statutory requirements
• Managing any complaints under the Internal Dispute Resolution Procedure (IDRP) process so trustees have the relevant information to make decisions
• Assisting with the completion of annual Scheme Returns.

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

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