PMI Crest
PMI

Dalriada Trustees Limited

Independent Trustee

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

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.

You might also like

Knowledge Hub

Introducing: RetirementMatters – financial education that bridges the gap to retirement
03 July 2020

Introducing: RetirementMatters – financial education that bridges the gap to retirement

The PMI is delighted to announce the launch of a new retirement focused financial education service to help emplees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.

 

 

Read more
Pensions industry 'pessimistic' about future pensions policy
29 June 2020

Pensions industry 'pessimistic' about future pensions policy

The majority (60 per cent) of pensions industry professionals remain "pessimistic" about the direction of future pension policy following the current pandemic, according to research by the Pensions Management Institute (PMI).

Read more
Bulk annuities post COVID – Getting engagement and value from insurers
25 June 2020

Bulk annuities post COVID – Getting engagement and value from insurers

The bulk annuity market seems to have withstood the impact of COVID, but what’s changed? Is the market still supply driven after COVID? How should trustees prepare assets for a bulk annuity? Will there be a return to the end of year sale? What data must be supplied to secure pricing and what can wait until after the transaction?

This session will provide practical advice for trustees considering a bulk annuity.

Read more

Get in touch

CONTACT OUR TEAM

Our Insight Partners help us provide PMI members with a rich and specialised experience. Contact us to find out more.

Get in touch
PMI Crest