Adviser Review and Selection

LawDeb Pension Trustees can help trustees to review, and if necessary select new advisers and administrators.

We have experience of working with the whole range of advisers and administrators.  We can help trustees review their relationships, and, if need be, select new advisers.

One of our Essentials range of publications for trustees focuses on Getting the Best from Advisers and Service Providers. Our guide provides a comprehensive list of questions for trustees to consider, as well as practical suggestions.  We believe that trustees should first consider whether they are getting the best from their existing relationships before contemplating a change.

We can help in the following ways:

  • Our free Essentials publication is used by many trustees to assess their advisers
  • We can provide (free) assessment and tender templates
  • We can lead or serve on review committees
  • We can administer a review process

For more information please contact us, or any member of our team.

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