Why choose us?
Our team comprises of lawyers, accountants, ICSA and Step students and graduates, meaning a high-quality service and consistent approach. In addition to dealing with all retirement and savings clients, we’re instrumental in designing and implementing new approved international savings plan legislation in Jersey.
We’re experts in pensions and savings administration. We have extensive experience of trustee responsibilities, legal issues, investment matters and funding requirements.
We have a solid level of trustee knowledge and clear understanding of the trustee’s responsibility regarding investment monitoring and managing conflicts of interest. We work efficiently with the sponsoring employer and provide excellent member communication.
Our dedicated operations team deals with regulatory reporting, conflict and sanctions monitoring, risk and audit processes and procedures, professional indemnity insurance, client due diligence and business risk.