services

Investment Committee Service

It is becoming more challenging for trustees to deal with the increasingly complex and technical area of investment.

 

The Investment Committee Service is designed to ease this. Pitmans Trustees (PTL) can be appointed to chair or just attend an investment sub-committee. The sub-committee would be delegated the function of managing the scheme’s investments including taking advice as appropriate and making and reviewing decisions from time to time.

 

This service is available to both Defined Benefit and Defined Contribution trustees.

 

In this role we can often work with other professional trustees.

 
Some of our Client Directors have significant experience of investment matters having worked as investment consultants and advisers in previous roles.
 
We are always happy to work on a fixed fee basis for such appointments.
 

 

 

 

Please contact us for further information about our Services

 

101 Steps

STEP 1

Trustee meetings....You have to have them so set the dates a year in advance

FOR MORE STEPS PLEASE CONTACT US

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