Independent Consulting

Smaller funds can often not afford the services of an independent principal officer or – trustee. However they still require independent advice on a number of aspects, ranging from the choice of a retirement fund administrator, umbrella fund, appropriate investments and investment manager, governance, benefit structure, benefit distribution, responses to the adjudicator, legal questions related to retirement funds and many other.

Independent Trustee Services have more than 22 years experience in providing these services ranging from funds with membership of less than 20 to 10’s of thousands. We now assist trustees by providing benefit, investment and legal consulting services to them under our FSP license no. 38298.

 

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