Visibility and Control
Recognising that our clients’ time is valuable, we present information in a way that is helpful using a “Traffic Light” coding system identifying key areas for attention.
Traditionally stewardship reports have largely focused on looking backwards at performance over the previous quarter. Whilst this is valuable, it is important to look forwards to discuss service developments, major scheme events or the impact on administration of legislative or corporate change. Equally important is a clear statement on compliance.
Further visibility and control is offered through our unique Client Forum and through State of the Nation meetings where we discuss potential new service developments so clients can have a say in the future direction of our service. Our Client Forum also offers clients an excellent opportunity to network with their peers.
Recognising that governance is now high on the agenda for all trustees, we publish an audit assurance report to all clients – the AAF 01/06 report.
