Support for trust-based schemes

For financial advisers only

A partner that trustees can rely on

Pension trustees face an increased burden of governance and reporting duties and individual responsibility. So it’s essential that every trust-based scheme has a proven and expert administrative and investment partner they can rely on.

Aegon has over 25 years of experience of supporting trust-based schemes.

Trustees have full freedom to decide how they want us to support them. For some, we play an investment-only role, for others we provide a full support service. Whatever’s required, we can tailor our service to each scheme’s needs.

Administration and client relationship

Our administration team based in Peterborough has extensive experience of providing day-to-day administrative support to trust-based schemes, using the flexible ‘Compass’ system to meet the highly individual needs of each employer.

Engagement, communications and account management support are all available to trust-based schemes in whatever combination the trustees choose.

As one of the leading UK providers of workplace solutions, we can support reporting cycles and provide regular updates and other information to trustees. In this way, we aim to make it as simple as possible for trustees to fulfil their core duties of collecting contributions, investing scheme assets and paying member benefits.

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