Executive trustee

We believe that the traditional model of a trustee board appointing a range of suppliers of advisory services can be an inefficient approach for most schemes. That’s why we introduced our ‘executive trustee’ style of professional trusteeship Dalriada.Together, based on a clear strategy and superb scheme management.

Here’s why we believe our executive trusteeship approach is the best option for the majority of pension schemes and the sponsoring employer.

Giving you the value you deserve

At Dalriada we believe you deserve value. You should have full visibility of your scheme and be able to set your scheme strategy without all the administrative complexities needlessly absorbing significant amounts of your time. By combining our award winning, ground breaking technology with tailored expert pension trusteeship and our multi-disciplinary team based approach, we’ve made that possible.

We’ve developed an approach to pension scheme management that gives you:

• strategic direction. We ensure that corporate objectives and scheme objectives are understood by all parties and aligned where they can be harnessed to deliver better member outcomes. Our collaborative approach means that, the scheme is not run in isolation of the sponsor whilst ensuring that we deliver on our fiduciary responsibilities to the member.
  
• single point of contact. An executive approach to trusteeship means that Dalriada acts as a single point of contact for the scheme on all services, with a wide range of activities delivered by us; such as administration, investment, payroll, accounting, some actuarial, legal and covenant aspects, with other aspects delegated to a range of carefully selected advisers where appropriate.
  
• cost control. We ensure that your scheme is run efficiently, whilst maintaining high quality professional trustee and adviser services. Dalriada assumes the responsibility for managing the provision of all services, including those provided by our advisers, to one core budget, and we remain highly pro-active in managing and running the scheme.
  
• time saving and quick response to market changes. The high degree of executive involvement by Dalriada means that sponsoring employer management time is released to be spent elsewhere, efficiencies are targeted and fees carefully managed, and that the scheme can react quickly to market changes.

A better way to manage your scheme

We can flexibly tailor our approach and services to your:

• individual scheme circumstance
• differing benefit structures
• scheme membership
• investment strategies
• employer covenant
• funding levels

Ground breaking technology

As part of our executive trusteeship solution, we give you access to our in-house developed technology Mantle® and the live scheme data.

Mantle, is the only integrated administration and actuarial platform on the market that enables trustees and employers to receive daily updates based on live administration data and investment feeds.

Find out more

Read more about the Dalriada.Together model, the services, transition process and benefits. 

You can call us on 028 9041 2018 or fill out the form below and a member of our team will get back to you. Alternatively you can speak directly to one of our team using their contact details.