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

Pension Channel Manager

Salary: £40000 - £55000 pa

Location: Benefit from flexible working with adaptable attendance out of County Durham based offices.

Senior DB Pensions Administrator

Salary: £30000 - £40000 pa

Location: Merseyside c.2 or 3 days in the office per week

Associate Pensions Consultant

Salary: £35000 - £50000 pa

Location: With vibrant offices based in the heart of London, benefit from hybrid working arrangement of 2/3 days in office with scope for flexible hours.

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