Our Experience
James Kavanagh, Jim Foley and Alan Hardie have worked with trustees and sponsors across a broad range of occupational pension schemes both in terms of asset and member size as well as Defined Benefit (DB) and Defined Contribution (DC).
All directors have worked with principals from the premier actuarial, administration, audit, investment, pension consultancy, legal and tax organisations and have wide ranging experiences of negotiating on clients behalf including trusteeship, mergers and acquisitions or wind-ups.
If you want impartial, knowledgeable and professional trustee advice, please telephone us on +353 1 806 2750 or contact us by e-mail on enquiries@trusteedecisions.
We Aim to Ensure
- a higher level of governance and project management to pension schemes so that employers and trustees have better information and a more reliable service
- decisions are not made in isolation and that all needs are considered
- exploit and achieve economies of scale obtainable
- help schemes recognise their opportunities and manage risks and responsibilities from within
- improvement in the quality and quantity of advice and general administration of pension schemes
- members receive optimal benefits for the money that is invested by sponsoring employers
- provide an environment of trust and mutual respect between all parties
- the most complicated concepts are understood and appreciated by all parties
- time and cost devoted to pension schemes are used optimally
- value for money
Our Values and Aspirations
There have been many calls by professional bodies and government for better run pension schemes, particularly around the area of communication, governance and investments. We share this desire and want to ensure a more comprehensive range of related values. We believe that a situation where sponsoring employers, trustees, members and advisors all consider each others’ requirements and understand exactly what they can expect from each other is eminently achievable.
Compliance
James Kavanagh and Jim Foley can confirm compliance with the Pensions Authority regulations on trustee training in accordance with s59AA of the Pensions Act.
Environmental Sustainability/Green Programs
Trustee Decisions is unique in the Irish pensions industry in that it is the only Irish trustee company to be a signatory to the United Nations (UN) Principles for Responsible Investment (PRI) Therefore, our environmental sustainability program is aligned with that of the UN PRI six principles:
Principle 1: To incorporate ESG issues into investment analysis and decision-making processes.
Principle 2: To be active owners and incorporate ESG issues into our ownership policies and practices.
Principle 3: To seek appropriate disclosure on ESG issues by the entities in which we invest.
Principle 4: To promote acceptance and implementation of the Principles within the investment industry.
Principle 5: To work together to enhance our effectiveness in implementing the Principles.
Principle 6: To report on our activities and progress towards implementing the Principles.
Industry Associations
Get in touch
To learn more about how our experience can benefit your trustee scheme, don’t hesitate to drop us a line.