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Dalriada Trustees Limited

Independent Trustee

Dalriada Trustees Limited is a privately owned professional and independent trustee and has operated since 2003.

We are one of the largest professional pension scheme trustee companies in the UK.

 

Many decisions taken by trustee boards are finely balanced. At Dalriada we firmly believe that trustee boards make better, more robust decisions where they have access to a broad-based team with experience of the diverse issues which can impact on the ability of a scheme to deliver the best possible outcomes for its members. Those charged with making sometimes difficult decisions should reflect the diversity of scheme members and of society more generally and value the different perspectives such diversity brings us.

Dalriada takes a multidisciplinary team based approach to the delivery of trustee services – every pension scheme to which we are appointed has access to the full complement of our pension expertise.

We have a UK wide network of offices which means we can provide the benefit of local support to every scheme to which we are appointed. Being accessible is very important to us and we encourage face-to-face discussions with clients (trustees, sponsoring employers and members as appropriate).

Dalriada applies process and technology to deliver more efficient and better services to our members. We work closely with partners committed to the use of Fintech to develop online access for members where possible and this is their preference. We provide timely reporting and best in class risk management all of which contributes to an enhanced member experience and engagement when interacting with their pension scheme.

Our owners have been actively involved every step of the way since Dalriada was founded in 2003 and continue to work full-time as professional trustees within the Dalriada team. Their overriding business objective is to provide interesting and truly worthwhile careers for our people. This ethos has facilitated the recruitment and retention of the strongest professional trustee team in the industry.

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Knowledge Hub

A discussion on some of the challenges and trends facing today's trustees
28 November 2023

A discussion on some of the challenges and trends facing today's trustees

PMI Bitesize video episode with Judith Fish and Tiziana Perrella, Accredited Professional Trustees of Dalriada Trustees Limited.

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Greig McGuiness, Accredited Professional Trustee at Dalriada Trustees - Pension Schemes
14 June 2022

Greig McGuiness, Accredited Professional Trustee at Dalriada Trustees - Pension Schemes

Better pension scheme governance means better outcomes for members, gives better control, better visibility and ultimately means members are looked after better.

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From trainee to trustee
15 November 2021

From trainee to trustee

When you think about what a professional pension scheme trustee should look like, what comes to mind? Someone with a ‘bit of grey’ as the saying goes? That’s not quite how we see it (although I have to admit to fitting that stereotype). At Dalriada, we want to do something that is a bit different in our industry – build career professional trustees.

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Codification not just consolidation
16 July 2021

Codification not just consolidation

The consultation on The Pension Regulator’s (TPR’s) new ‘super code’ ended on 26 May 2021. It is expected to come into force sometime later this year, but trustees and other governing bodies should start to get ready for it now. The new Code is much more than a copy and paste of extracts from the existing TPR Codes of Practice, and includes, in addition to revisions to existing requirements, brand new content around pension scheme governance and management.

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Well, I wouldn’t have started from here…
07 June 2021

Well, I wouldn’t have started from here…

Recent guidance from The Pensions Regulator (TPR) and Financial Conduct Authority (FCA) has clarified a number of issues for pension scheme sponsors and trustees with regards to supporting pension savers with their financial decision making. It codifies best practice and clarifies a number of issues that have been live over the last six months. So, if you’re a scheme sponsor or a trustee, here’s what you can do – and what you can’t.

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Reporting on Dalriada Trustees’ first year as a PRI signatory
05 March 2021

Reporting on Dalriada Trustees’ first year as a PRI signatory

Dalriada Trustees became a signatory to the United Nations Principles of Responsible Investment (PRI) in September 2019, the first Professional Trustee firm in the UK to do so. Over the last year or so we have been working to better incorporate Environmental, Social and Governance (ESG) factors both within how we undertake our role as trustee and in how we operate internally.

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Pension Scheme Reporting in the context of COVID-19
17 July 2020

Pension Scheme Reporting in the context of COVID-19

ICAS, ICAEW and PRAG have published new joint guidance on pension scheme reports and financial statements, and related matters in the context of the COVID-19 pandemic.

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A time to take action
08 June 2020

A time to take action

“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.” Theodore Roosevelt

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The risks posed by Brexit for trustees of pension schemes
12 December 2018

The risks posed by Brexit for trustees of pension schemes

PMI TV

Adrian Campbell, Trustee Representative, Dalriada Trustees, discusses how trustees can plan ahead of Brexit, the conversations Trustees should be having with their sponsoring employer, what trustees can do about members' Brexit worries and how he believes the pensions landscape will look post-Brexit.

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