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Head Office
41 Lothbury
London
EC2R 7HG
T. 020 8133 2344
info@richmondwealth.co.uk

Services
We welcome enquiries from new and existing clients

Trustees

Many of our team started working with trustees in the 1980s advising on both family trusts and occupational pension schemes. The new Self Invested Personal Pensions had just arrived and were a welcome addition to the Small Self-Administered Schemes which were popular at the time.

For pension scheme trustees we advise on all types of pension schemes both individual and company plans. We advise on small schemes and large schemes as well as defined contribution and defined benefit plans.

We can help with scheme design, investment default strategies and de-risking for DB plans. If you have an existing plan we can review all aspects of this for you and your fellow trustees. With pensions, experience matters and our team have been advising on pensions from the mid 1980s. The new pension freedoms make it ever more important for trustees to review their schemes and communication.

Contact us today for a no obligation initial consultation.

Find out on how we can help you