It’s quite easy for people outside of the pensions world to imagine that the role of a pension scheme secretary is largely made up of arranging lunches, meeting rooms and taking a few notes at a meeting. That is, however, far from the in-depth and important role, which has become a recognised, respected and highly interesting career in its own right.

As such a crucial part of the scheme’s operation, the secretary’s role should be carefully thought through and documented. The trustees should have full oversight of the tasks the scheme secretary performs and any delegations from the trustees to their secretary should be clearly recorded.

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Our scheme secretarial services

We provide ongoing pension scheme governance, secretarial services and meeting management. We proactively monitor and drive actions forward throughout the whole meeting cycle, not just leading up to the meeting.

A circular flowchart outlines a meeting process. Actions include agreeing on date and venue, drafting an agenda, collating meeting papers, attending the meeting, and monitoring progress.

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