Trustee services
Smith & Williamson Trust Corporation Limited act as professional trustee to a variety of trust arrangements. In particular we have a large portfolio of professional trustee appointments to all types of occupational pension arrangements, from 1 member defined contribution schemes to medium sized defined benefit schemes.
We act as professional trustee to over 200 small self administered pension schemes and provide trusteeship and administration services for established Employee Benefit Trusts and Share Save Schemes. In addition through our private banking service we can provide full trustee bank account services.
Why appoint a professional trustee?
- to relieve the burden on the company and existing trustees
- to establish independence and remove possible conflicts of interest
- to provide expert opinion and knowledge
How we can help
We have a breadth of experience and knowledge within the financial services industry. This enables us to make informed decisions based on professional advice
In addition, through our appointment we provide
- relevant professional experience to support trustees knowledge and understanding (TKU)
- personalised service
- monitoring and risk management reporting
- streamlined administration and trust management services for employee benefit trusts
- trustee bank account services
Our experience
Smith & Williamson Trust Corporation Limited is a member of:
- the Association of Corporate Trustees (TACT)
- the Association of Member-directed Pension Schemes (AMPS)
It is a professional Trust Corporation and is on The Pensions Regulator's register of approved independent trustees.
Our clients
Our clients vary from small trust arrangements where the sole asset is a portfolio of quoted investments to complex trusts holding landed estates or private company shareholdings.
Our employee benefit trust clients represent a number of the leading multinational employers, particularly in the Japanese sector.
Contact us
For more information about our trustee services please contact Julia Ridger.
