Case Studies - Independent Governance Group

23 May 2023

Transferring to Master Trust

Our solution-driven approach ensures a smooth and well-planned process.

22 March 2023

Moving to fiduciary / delegated investment model

Keeping members best interests in the forefront.

20 March 2023

Ensuring a smooth handover between Trustees

Appointed as both Trustee and Scheme Secretary when a US-based Principal Employer closed all UK sites.

28 February 2023

£350m buy-in completes!

Completion of a £350m bulk purchase annuity (BPA) buy-in transaction.

2 February 2023

Difficult valuation exercise

How best to navigate considerable volatility in prices.

21 December 2022

Selecting a Master Trust

Ross Trustees Team brought extensive experience with both in-house pension management and DC consultancy.

5 December 2022

Managing communication around PPF transition

We engaged both communication and media advisers in advance of a Regulatory Announcement of the Scheme entering the PPF.

6 September 2022

A trustee board with a conflict of interest

Conflicts, actual and potential, will always remain but by actively managing these, the Trustees are clear about what they are, and how they can be best managed.

2 September 2022

Implementing a framework for scheme governance

Working proactively with a new Chair of the sub-committees to provide valuable guidance, and drive robust scheme governance.

25 August 2022

Managing a full scheme buy-in as corporate sole trustee

We completed the Scheme’s phased buy-in journey in just under 3 years.

15 August 2022

Scheme governance

We worked with the trustee board to improve their scheme governance in order to make it robust and fit for purpose.

6 August 2022

Improving employee communication

We sat down with the scheme administrators and over the course of six months developed a bespoke web portal.