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Getting started with BESTrustees

We recognise the duty of trustees to establish that, where the scheme's activities have been delegated, they are being carried out properly. Therefore, on our appointment to a new scheme, we review the scheme's documents and familiarise ourselves with its procedures and operations by talking directly to those involved in the day-to-day running of the scheme. This allows us to use the experience we have gained with other schemes to suggest any changes which will either improve the existing operations or make them more cost-effective and efficient.

This process also means that we can assure ourselves that all duties are being performed in accordance with legal obligations while, at the same, time meeting members' expectations. It gives us the opportunity to become well-acquainted with the scheme, its administration and its advisers.


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