BESTrustees appoints Julie Stothard as Chief Executive

BESTrustees Limited, has announced that Julie Stothard will be joining them on 23 September as Chief Executive. Alan Pickering, BESTrustees Chairman, said, “We are delighted that Julie has agreed to join us at this stage in the evolution of our firm. We are now an employee ownership trust and want to ensure that all our colleagues fulfil their potential in the growing market for professional trusteeship services. Julie has fulfilled a number of client facing roles and, more recently, undertaken leadership responsibilities. It is this mix that made Julie particularly attractive to our Board.”

BESTrustees hire three to meet client demand

BESTrustees has announced the appointment of three key hires to help it meet the growing demand for the services of professional trustees. Darren Jefferson will spearhead the new business drive, while Lisa Mundy and Mark Taylor will significantly increase the diversity of the firm’s offering as Trustee Executives. Alan Pickering, BESTrustees Chairman said, “We are delighted that these three dynamic individuals have agreed to join our firm. Darren brings with him a wealth of industry knowledge. Lisa has been on both sides of the fence having served as a trustee and been responsible for

New dawn at BESTrustees

BESTrustees, the well-respected professional trustee company, has been converted into an Employee Ownership Trust. This is a form of inclusive employment which enjoys cross-party political support. A growing number of companies is adopting this model in order to meet the needs of employees and customers alike. Alan Pickering, Chairman of BESTrustees, said: “This is an exciting development in the evolution of our firm. Since BESTrustees was created, shares in the business were owned by a number of current and former employees. From now on, all of the business will be owned by all of the

Steve Balmont joins BESTrustees growing Trustee Team

BESTrustees is delighted to announce that Steve Balmont has joined its growing team of Trustee Executives. Steve, who joined us in mid-October, is a highly experienced and respected professional trustee with more than 25 years’ of trustee experience. He has joined BESTrustees from another leading professional pension trustee company. Steve has broad experience as trustee chairman or trustee of defined benefit, defined contribution and hybrid pension schemes of various sizes and complexity with assets under managements of c£35million to more than c£6billion. He has served on the Investment

BESTrustees appointed to Nationwide Pension Fund

BESTrustees is delighted to announce our appointment as independent professional trustee to the Nationwide Pension Fund. Being selected by such an organisation as Nationwide, and particularly as a result of a highly competitive tender and interview process is especially pleasing. Alan Pickering, Chairman, BESTrustees Strong governance of the Fund and the focus on our members interests is very important for Nationwide. We undertook a thorough review of the market and were very impressed with BESTrustees. We look forward to working with them in the years to come developing and implementing