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Independent Trustee

Dalriada Trustees Limited (Dalriada) has provided a focused and high quality professional trusteeship service since 2003, to become one of the leading firms of professional pension scheme trustees in the UK, helping fellow trustees and employers address what are often complex pension scheme issues. 

As well as trustee representatives from locations across the UK, Dalriada has the ability to draw on the experience of over 100 pensions professionals across a range of disciplines, including specialists comprising actuaries, administrators, fund accountants, IT experts, investment and employer covenant specialists with experience across defined benefit (DB) and defined contribution (DC) arrangements.

We are one of the five trustee firms appointed to the Pension Protection Fund's Trustee Advisory Panel, our Information Security Management System is ISO 27001 certified, and we are one of a very small number of firms which have successfully completed both AAF 01/06 and AAF 02/07 audits.

Our approach is balanced with a national reputation for professionalism and excellence, collaborative and pragmatic working. We offer an innovative and executive approach to trusteeship – provided by proactive, experienced and engaged pensions professionals. 


An expert view

Adrian Kennett, Director at Dalriada Trustees, presents a trustee's view on Budget changes and their impact on trustees. 'With the possible exception of the Pensions Act 1995, the announcement from this year's Budget of the removal of the requirement to annuitise defined contribution (DC) schemes represents the biggest change I have witnessed in my 21 years of working in the UK pensions industry', he mentioned. Hear more about Adrian's views on Budget changes and their impact on trustees in the recent PMI TV interview.


Dalriada Expert Insight Columns

LDI - will the love affair break our hearts? (July 2017)

Environmental investments (April 2017)

Words matter (January 2017)

Trustees are responsible (October 2016)

Financial scams – a continued disgrace for our industry? (July 2016)

The Budget is always good for throwing up a surprise (April 2016) 

“To act or not to act, that is the question” (January 2016)

It’s the end of the world as we know it (November 2015)

The life of the trustee is not about to get easier (July 2015)

Raising the standards in trusteeship (April 2015)

Walking down the path whilst it is being built? (January 2015)

Budget changes and their impact on trustees (October 2014)

Thought leadership

Essential knowledge
The Pension Regulator’s revised code of practice
Annuity Rates: The Morning After…? 
So what are the rules again?

Dalriada PMI TV Webcasts

Regulator’s annual DB funding statement 2016

Adrian Kennett, Director at Dalriada Trustees, discusses the funding statement key messages, the average scheme and IRM focusing and affordability. To view full webcast click here.

Adrian Kennett
The End Of Lay Trustees?
Greig McGuinness, Trustee Representative at Dalriada Trustees, discusses whether it is the end of lay trustees, resources and the impact of IORP II. To view full webcast click here.

Greig Mcguiness

Flexibility in DC Pensions
Chris Roberts, Trustee Representative at Dalriada Trustees, discusses trustees focus and industry reaction. To view full webcast click here.

Chris Roberts

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