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“We quickly built up a good working relationship with the team at Quantum. They are always available and give you the impression that nothing is too much trouble.”
Mike Davis | Welsh Water
Secretariat to the trustees
A helping hand
We currently act as the secretary for a number of trustee boards. This service includes the preparation of trustee meeting packs (drawing together enclosures as required from all parties with whom the trustees interact), compiling agendas, organising attendance of the relevant advisers and investment professionals and drafting meeting minutes.
In addition, our secretarial service incorporates a scheme event planner, holding details of and arranging trustee training as appropriate and maintaining a risk/governance register.
Other areas of expertise:
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See how we advised this client on the acquisition of a company with a large DB scheme.
