Independent Financial Advice

Advice for Pension Scheme Trustees

For many people setting up a trust or being appointed as a trustee can be a rewarding experience. Helping to safeguard the financial future of beneficiaries is an important role and carries a great deal of responsibility.

Our team of qualified and Chartered Financial Advisers are here to help you meet your obligations either as a settlor (the person who puts the assets or money into a trust) or as a trustee (the person or people who manage the trust) and ensure you are making the right decisions for the beneficiaries.

Many of our clients wish to pass on assets to their grandchildren perhaps for educational purposes, or to help secure their first property purchase. Working with your legal team, our financial advisers can help you set up a trust, together with a letter of wishes, giving a guiding principle to the trustees of how your nominated recipient(s) will benefit.

The Trustee Act of 2000 requires that trustees must make sure that any investments made on behalf of their trust are properly diversified and suitable for the circumstances of the trust. As a trustee you are expected to make impartial decisions on all aspects of running the trust assets, adhering to the trust rules and any special terms through to overseeing the trust’s investment strategy, making payments or even winding up the trust itself.

Scrutton Bland Office

Having the guidance of the right financial adviser to support you, doesn’t  just meet your legal obligations; you will be working with someone who takes the time to understand the objectives of the trust and gets to know the priorities of its scheme members.

We are also able to advise on pension scheme investment trusts, which may involve additional duties for trustees.

With independent financial advice you can create an investment and management plan for your trust which puts the interests of your scheme members at its core.

The Independent Financial Advice Services referred to on this website are provided by Scrutton Bland Financial Services Limited (company number 01288848). Scrutton Bland Financial Services Limited is authorised and regulated by the Financial Conduct Authority. The FCA registered number is 209451.

Please note that Scrutton Bland Financial Services Limited is not a member of the Scrutton Bland Group and is owned by Emery (IFA) Ltd whose registered office is 5 Kings Court, Newcomen Way, Severalls Industrial Park, Colchester, England, CO4 9RA. The ultimate controlling party of Scrutton Bland Financial Services Ltd is Socium Group Holdings Ltd whose registered office is Level 13, 20, Primrose Street, London, England, EC2A 2EW.

An exclusive introducer arrangement exists between Scrutton Bland LLP and Scrutton Bland Financial Services Ltd whereby all enquiries in respect of financial planning advice received by Scrutton Bland LLP are passed to Scrutton Bland Financial Services Ltd. At the present time no commission is receivable by Scrutton Bland LLP in respect of these arrangements.

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