DC add individual trustee

Individual trustee types

Appointed by the regulator trustee

An individual appointed as a trustee by the Pensions Regulator.

Employer-appointed trustee

An individual appointed as trustee by an employer in relation to the scheme.

Member-nominated trustee

An individual nominated as a trustee through a process in which at least the active members and pensioners (or bodies representing them) may participate and selected by a process in which at least some members may participate.

Professional trustee

A professional trustee is a person (whether or not incorporated) who acts as a trustee of the scheme in the course of business of being a trustee.  Someone will normally be considered a professional trustee if they have represented or promoted themselves to the trustees or sponsors of one or more unrelated schemes as having expertise in trustee matters generally (rather than just in certain areas), whether for remuneration or otherwise.  An unrelated scheme is a scheme where they have never been a member (either of that scheme or a scheme with a sponsoring employer in the same corporate group ) and they have never been employed by, or been a director of, any participating employer in the scheme (or any employer in the same corporate group).  Please see our professional trustee description policy for a more detailed explanation and examples.  www.thepensionsregulator.gov.uk/docs/professional-trustee-description-policy.pdf

However, where relevant, we will consider on a case by case basis whether any trustee or trustee director is in fact a professional trustee.

Trustee contact details

Please provide the individual’s direct telephone number. For example, provide the direct dial number or mobile number and not a switchboard number.

Please provide the individual’s direct email address. For example, provide the email address for the individual and not a general shared email address such as ‘info@’ or ‘admin@’. It is acceptable to use web-based email addresses such as ‘@hotmail.com’.