What's our solution?

Appointing an independent trustee (IT) could be transformational in helping you navigate common pension scheme challenges and can help you secure the best future for your members and sponsor.

We have extensive experience in helping our clients assess the benefits of appointing an IT and supporting them throughout the process. We are now able to provide this as a streamlined service which can be packaged or tailored to your scheme's needs or business goals.

VIEW FULL PROPOSITION DOCUMENT

 

Discover our independent trustee survey

We have surveyed over 220 professionals to uncover what it's really like to work with an independent trustee.

READ MORE

How can we help

Our strong relationships with all the IT firms and knowledge of the market allows us to connect you with the right people and help you make the right decision for your scheme. Our proven templates reduce time, stress, and commitment for you. We also pride ourselves on running a fair, transparent process with no conflicts and a high level of due diligence.

Some of the ways that we can help include:

  • Facilitating discussion to assess the suitability of an IT for your scheme
  • Simplifying candidate selection
  • Matching your needs with ideal candidates
  • Speeding up decision-making
  • Handling pricing requests and responses
  • Coordinating interviews and feedback
  • Developing trustee succession plans
  • Boosting technical knowledge for informed decisions
  • Managing and benchmarking fees
  • Strengthening stakeholder engagement
"BW took care of the whole process from beginning to end: preparing briefing documents and liaising with candidates at all stages, as well as providing feedback to unsuccessful candidates. Leanne ensured our timescales for recruitment were adhered to and was always on hand to answer questions. Working with BW made recruiting an IT much more efficient and I certainly recommend them."
Anna D'Souza Director of Finance, Procurement and Risk, Chartered Institute of Marketing (CIM)


Is appointing an IT right for me?

Want to achieve the best future for your members and sponsor? Appointing an independent trustee could be the answer. Our full proposition document provides more information. Click below to read more.

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Get in touch

 

For your IT selection service needs

Leanne Carpenter

Business Development
Consultant

CONTACT LEANNE
For your independent trustee survey needs

Matt Flower

Principal and Senior
Business Development Consultant

CONTACT MATT