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Outsourced Secretarial Services

A typical role structure for a pension scheme would be as follows:

A Secretary successfully performing their duties will help Trustees

maximise their time appropriately in decision making at meetings by co-ordinating the meeting facilities, executive meeting papers, and attendance of professional advisers.
fulfil their responsibilities in keeping proper documentation for the pension scheme including minutes of meetings and trust deeds and rules
receive regular compliance reporting
manage suppliers


In the absence of that role being properly fulfilled, the Trustees will sense a lack of focus of the service provision by vendors, a general frustration at the slowness or lack of progress on matters between meetings or worse still a lack of meetings. This will generally lead to an increase in professional fees as vendors are under managed and not given clear direction. Whilst these issues continue, the duties and responsibilities for a Trustee are still very real.

A suitably experienced and organised Secretary will not only deliver the operational efficiency to allow Trustees to conduct their business properly, but will provide an inexpensive source of pensions expertise and management at meetings and reduce the overall fees as they manage vendors to deliver to requirements.

has the expertise to provide a professional service to fulfil the secretarial role.

“I wanted to reiterate my thanks for all the hard work which you & the rest of the team have put in, to ensure that the management of the contract has been implemented professionally.”

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