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PMI
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.

The significant expansion in the buy-out market has brought about substantial changes in the dynamics between trustees and insurers. In this video, Judith Fish and Tiziana Perrella delve into the evolving landscape, specifically addressing smaller schemes (defined as those under 200 million, as opposed to 20 million) and the shift towards a streamlined broking process.

Despite these alterations, Judith Fish and Tiziana Perrella emphasize that trustees should not shy away from these new regulations. Instead, they advocate for a realistic approach regarding the intricacies and timelines associated with the task at hand. They underscore the critical importance of thorough preparation of scheme data and benefit specifications, early engagement with the employer in the process, and the presence of a visible, organized project manager steering the course of action.

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Last update: 28 November 2023

Dalriada Trustees Limited
Dalriada Trustees Limited
Tiziana Perrella
Tiziana Perrella
Dalriada Trustees Limited
Accredited Professional Trustee
Judith Fish
Judith Fish
Dalriada Trustees Limited
Accredited Professional Trustee

De-Risking Transitions Manager

Salary: £70000 - £80000 pa

Location: Hertfordshire

Pensions Analyst

Salary: £30000 - £40000 pa

Location: Home-based with option of attending Hampshire or London offices as desired

Pension Administrator

Salary: £20000 - £40000 pa

Location: Glasgow

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