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Trustee Solutions

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Bobby is Managing Director of HS Trustees and a Professional with over 30 years’ experience in pensions and investments. He is currently Chair of Trustees on the DB Scheme of a London based firm of Lawyers. He is a regular speaker on DB, DC and ESG/ Stewardship issues and is looking to assist both the industry and his Pension Schemes develop in these areas. He is also currently an asset owner member of the AIMSE Europe council and past Chair of the ACA Investment Committee.

Speciallist in Investment Scheme Mergers/M&A, DC (MasterTrust selection), AdministrationDB & DC, Comms, Risk Benefits

Steve has over 36 years’ experience in the pensions industry and joined Goddard Perry in 1993 when the organisation was known as Michael Kirk & Partners Ltd. Steve previously worked for Scottish Equitable (now Aegon), Scottish Life (Now Royal London) and Hill Samuel. Steve is the CEO of Goddard Perry and is also the Chairman of HS Administrative Services Ltd. Steve has been instrumental in the growth of the Group via both organic development and a number of acquisitions. Steve’s knowledge extends to all services related to DB & DC schemes and has developed a number of solutions for the Pension Protection Fund (PPF), Corporate sponsors and Trustees. Steve was a founder of the Salvus Master Trust (now Cushon) and has produced a number of press articles for the Master Trust community in general.

A very experienced global pension and benefits executive and Trustee with c40 years of pension industry knowledge and understanding covering the telecommunications, pharmaceutical, insurance, banking and manufacturing sectors. Expert in all aspects of pension scheme operations from both Trustee and sponsor perspective with particular emphasis on pension strategy, governance, de-risking and liability management, design, administration and management of both large and small pension schemes (DB, DC, CARE, CDC and hybrid) both in the UK and overseas. Lead on M&A activities for HR including due diligence, integration and disposals.

Expert in pension strategy and design, governance, pension administration and risk management along with great stakeholder management skills and with a focus on customer service. High level of pension knowledge in legal and regulatory framework, finance and investment. Deep understanding of needs of Trustees and sponsors as well as scheme members. Have been at the heart of leading successful pension change both in the UK and overseas. Responsible for member communications and education on pension and related matters.

Adrian Furnell

WELCOME TO HS TRUSTEES LTD
a Truly Independent Professional Trustee Firm.

HS Trustees Ltd are Independent Trustees & Professional Corporate Sole Trustee (PCST).

Trusteeship has for many years been provided by employers (employer nominated), lay trustees (member nominated) and professional trustees (on an individual basis). The increasing requirements for Pension Scheme Governance introduced via the Pension Schemes Act 2021 and the Pension Regulators General Code of Practice, effective 28 March 2024, raise the bar, the risk and the cost.

HS Trustees Ltd provide a way to apply the regulations in a practical and proportionate way by providing fully Accredited Professional Trustees (APPT). These can be either Co-trustees as part of a Trustee board (including Chair of Trustees), or by providing a Professional Corporate Sole Trustee.

Our experienced Trustees have combined pensions experience of over 100 years. The even better news is that we come from “commercial” backgrounds and understand the needs of Sponsors to de-risk and reduce costs to either

accelerate progress towards “Buy-out” and, or
provide an expert governance team to support a low-risk run-on strategy.

HS Trustees are fully independent and therefore are happy to work with your existing administrators, actuaries, pension lawyers, investment consultants and auditors.

Environmental, Social and Governance, including Climate Change

HS Trustees is committed to assisting pension schemes take their ESG responsibilities seriously in a practical way. This includes ensuring small schemes know the value of their relationship with their fund managers and the ability this gives them to address specific issues through engagement as well as working with the largest schemes to maximise the impact of their actions to address climate change. This has led to HS Trustees being instrumental in driving new approaches for pension schemes and being shortlisted for the PMI award for Innovation in Trusteeship.

HS Trustees has committed resources to work with experts in the areas of Stewardship, Climate Change, Diversity (including the #ethnicitypaygap), Social issues (including #Foodiscare) and is supportive of industry collaboration, including being involved in, and driving, new groups to address specific issues.

We hope you enjoy the site and because this is a “people based” business we would be delighted to talk with you to discuss your needs Face to Face or via Teams or indeed take part in any RFP.

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