HSBC Actuaries and Consultants Limited

Trustee


Offering tailored solutions for each trustee body’s unique requirements.

We recognise that each trustee body has unique requirements. As a trustee client we will work with you to understand your ‘trustee profile’ and frame our services accordingly. Depending on your ‘trustee profile’, we build into our service structure the level of consulting advice to ensure a pro-active approach. Trustees typically fall into one of the following ‘profiles’:

  • those committed to passing risk to third party insurers
  • those interested in managing risk closely within the scheme
  • those interested in running the scheme on a status quo basis but who want to be kept informed periodically on market developments
  • those interested in running the scheme on a status quo basis only

For each of these categories we will design a package of services from the overall list available to trustee clients:

  • actuarial consulting and statutory requirements
  • administration services for DB and DC schemes
  • advice on legislative changes
  • end game planning
  • governance reviews and support
  • investment consulting
  • member communications
  • pensions consulting – including benefit design and review
  • trustee meeting and secretarial support

Other services of possible interest to visitors of this page

Actuararial ConsultancyDefined ContributionInvestment ConsultancyFlexible & Employee BenefitsHealth & RiskPension Scheme AdministrationTrustee Training