Dalriada Trustees Limited

We’re pleased to share that the St. Modwen Pension Scheme has successfully completed an £18m buy-in with Just Group plc, securing benefits for 215 pensioners and 55 deferred members. Tiziana Perrella noted: “We are delighted to have enhanced the protection of members' benefits and reduced risk for the scheme and its sponsor through the purchase of the policy with Just. As the sole trustee, our team-based and collaborative approach, underpinned by a solid governance model of the Dalriada.Together proposition, was central to helping achieve an efficient and effective transaction.” Tiziana also emphasised the importance of proper preparation and management in accessing competitive market pricing for schemes of all sizes. 🔗 Read the full article here: https://lnkd.in/eSHmK3kN #Pensions #RiskManagement #Governance #Collaboration #DalriadaTogether #FinancialSecurity

Consolidation for Clarity At Dalriada.Together®, we know that making well-informed, timely decisions is crucial for the long-term success of any pension plan. That’s why we’ve built a system that centralises all asset and liability data into one unified platform giving everyone the real-time insight they need to make smarter choices. How does consolidation help? 1️⃣ One source of truth 2️⃣ Real-time insights 3️⃣ Efficiency and cost savings 4️⃣ Focus on what matters What’s the result? A more transparent, efficient, and streamlined approach to pension scheme management where all parties work from the same, with up-to-date data. Whether you’re a trustee, sponsor, or advisor, our consolidated system allows you to make faster, better decisions that align with the goals of your pension scheme. 💡 Interested in learning more? Read Kareen Carnduff's latest blog - https://lnkd.in/e8per3fk #PensionClarity #DataConsolidation #PensionSuccess #Efficiency #ActuarialSolutions #RealTimeInsights

We are happy to announce that Helen Scothern will be joining Dalriada as a senior professional trustee on 18 November. We are all very much looking forward to working with her. You can read our full announcement here https://lnkd.in/e2M8DGpr

Collaborative Solutions for Pension Success: Working Together for a Stronger Future At Dalriada.Together®, we believe that the key to pension success lies in collaboration. In a world where pension schemes face increasing challenges, trustees and sponsors often find themselves at odds – but it doesn't have to be that way. In her latest blog, Kareen Carnduff highlights our commitment to changing the dynamic by fostering transparency, expertise, and efficiency in everything Dalriada.Together does. Our goal is simple. Create a unified approach where all stakeholders (trustees, sponsors, and advisors) work together to be on the same page. How do we do this? 1️⃣ Consolidation for clarity: By centralising all asset and liability data, we eliminate the inefficiencies and confusion that often accompany pension scheme management. A single view provides real-time insight into the scheme’s financial health, streamlining decision-making. 2️⃣ Collaboration, not friction: We understand the importance of working together. Our solutions bridge the gap between trustees and sponsors, aligning goals and ensuring all parties are empowered to make informed decisions. 3️⃣ Expertise you can trust: Our in-house teams work closely with independent advisors, combining the best of both worlds to ensure your pension scheme gets the expert guidance it deserves. It’s about making high-quality actuarial and investment management accessible to schemes of all sizes. At Dalriada.Together, we’re transforming the way pension schemes operate from fragmented and inefficient to collaborative and successful. Isn’t it time we all worked together toward the same goal? 💡 Want to learn more? 🔗 https://lnkd.in/e8per3fk #PensionSuccess #ActuarialSolutions #InvestmentManagement #Collaboration #PensionSchemes #FinancialClarity #TrustedAdvisors

Outsourcing vs. In-House Pensions Management Deciding whether to outsource pensions management or keep it in-house is a critical decision for many organisations. The good news is, you don’t have to choose one or the other exclusively - you can have the best of both worlds. Outsourcing offers access to specialised expertise in governance, investments, and regulatory compliance, which can be difficult to develop internally. It also provides cost savings by reducing the need for recruitment, salaries, and continuous training for an in-house team. However, this doesn’t mean in-house teams are left out. Maintaining an internal pensions management team allows for full control and ensures close alignment with your organisation's strategic goals and culture. In-house teams excel in fostering collaboration and can manage daily operations in a way that aligns tightly with company values. By combining in-house management with strategic outsourcing, organisations can maintain control over core functions while tapping into external expertise for specialised areas. This hybrid approach enables you to manage costs effectively without compromising on the quality or depth of knowledge needed to handle complex pension issues. Ultimately, you can design a solution that leverages the strengths of both in-house teams and external providers, ensuring your pension management strategy is tailored to your unique needs and resources.   🔗 Learn more in Leanne Coomber's latest blog: https://lnkd.in/gfzv39tw   #PensionsManagement #Outsourcing #PensionManagers

Dalriada.Together® is built on the principle that efficiency is key when managing defined benefit (DB) pension schemes. Our model brings together (pun intended 😂) trusteeship, governance, administration, and daily operations into a streamlined approach, allowing you to retain control over your investments and scheme. Supported by a dedicated team and careful management of annual budgets, including advisor fees, we focus on creating efficiencies that drive smooth, effective, and cost conscious operations. Adrian Campbell, AMAPPT, EPMI our Operational Lead, commented that new workflow management tools have been developed to track deadlines and tasks, making sure nothing is overlooked. Our team, technology, and approach are ready to support you in any way we can. Contact us to discover how Dalriada.Together can benefit you! 🔗 Learn more: https://lnkd.in/eysWu2Fy #Efficiency #WorkflowManagement #DalriadaTogether #Trustees #Pensions

We are thrilled to welcome Lorraine Birks APMI as a Pensions Manager and Scheme Secretary within our Pensions Management team. Lorraine joins us with a wealth of experience in pensions secretarial and governance roles. As an Associate member of the Pensions Management Institute (PMI), she recently earned her Advanced Diploma in Retirement Provision and is working towards her professional pension trustee accreditation. 👏 Previously, Lorraine managed trustee services for a major UK defined benefit scheme and a scheme in Ireland, driving key governance projects, supporting trustee and investment committees, and overseeing successful buy-ins. She also led the merger of corporate trustee boards and managed MND selection processes. Welcome to Dalriada, Lorraine! 🎊 🔗 Read Lorraine's profile here: https://lnkd.in/ej99C7sP  #PensionsManagement #WelcomeToDalriada #PensionsManager

Driving Cost Efficiency in Pension Schemes One of the standout benefits of Dalriada.Together® is its ability to deliver significant cost savings. Together leverages its buying power to negotiate better terms with suppliers, ensuring that pension schemes are managed more efficiently. Adrian Campbell, AMAPPT, EPMI Operational Lead, explained: "A great example is our fiduciary manager panel. We’ve secured lower fees for multiple schemes compared to individual ones. Dalriada.Together provides superb value for money, ensuring schemes run efficiently.” What sets Dalriada.Together apart? We offer Dalriada.Together at an agreed annual fixed fee while carefully managing the scope of work for advisers and other third parties. This approach ensures there are no surprises for the company, providing clear, forward-looking visibility of ongoing costs. Ready to maximise cost efficiency in your pension scheme? 💰 Contact us today to discover how we can help you achieve better value for money and smoother scheme management. Learn more here 👉 https://lnkd.in/eysWu2Fy #DalriadaTogether #Trustees #Pensions #CostSaving

We are delighted to welcome William Gold to our Pensions Management Team as a Pensions Manager! With 15 years of experience in the pensions industry, Will has excelled as a regulatory specialist and in-house pensions manager, bringing expertise in both Defined Contribution (DC) and Defined Benefit (DB) schemes to the team. Will has held key roles at The Pensions Regulator and Amazon, where he strengthened scheme governance standards while balancing commercial objectives. As a qualified Risk Practitioner, he excels in risk identification, regulatory compliance, and governance support, always focusing on the financial well-being of pension members. Join us in welcoming Will to Dalriada! 👏 🔗 Read Will's profile here: https://lnkd.in/e9DHaGfS  #PensionsManagement #WelcomeToDalriada #PensionsManager

We are pleased to announce the appointments of Shehzad Ahmad, Adrian Kennett, and Charles Ward to Managing Director to manage Dalriada’s ongoing growth and expansion of services.   Shehzad will lead our Sole Trusteeship and BD/Sales, Adrian will oversee Pensions Management Outsourcing and Restructuring, and Charles will lead Dalriada.Together® and our Non-executive trustee portfolio.   We would like to take this opportunity to thank Chris Roberts, who has resigned from his role as Managing Director, for his significant contributions to the business.   These appointments will help drive the ongoing growth and development of our services, aligning with the increasing demand from our clients.   We look forward to working closely with Shehzad, Adrian, and Charles in their new roles. 🔗 Read the full press release here: https://lnkd.in/e-keRQfH