Fountain Trustee Limited (FTL) is a provider of independent trustee services, and part of global law firm DLA Piper.

Established in 1991, we are committed to providing quality and value to our clients.

We provide a bespoke service tailored to meet your requirements, whether in relation
to an ongoing or discrete appointment, as part of your existing trustee board or as sole
trustee.

Experience

Governance Requirements

FTL can support trustees and employers to ensure the highest standards of scheme governance and regulatory
compliance.

Conflicts of interest

FTL will work with trustees and employers to manage conflicts, which FTL recognises may affect member nominated
trustees as well as those with senior roles at the employer.

Corporate Activity

As pensions lawyers we deal with corporate transactions on a day to day basis so we understand the regulatory
challenges facing trustees and employers. FTL can ensure the scheme’s position is recognised without hindering the
employer’s corporate objectives.

Investment Strategy/Risk Reduction

FTL understands the importance of integrated risk management and has experience of complicated investment structures
and liability management exercises. We provide professional project management skills and work with trustees and
employers to create an approach which is fully tailored to the scheme’s requirements.

Managing Costs

FTL controls costs by providing the experience to manage resources and services – asking advisers the right questions every
time to ensure they deliver value for money.

Trustee Secretarial Service

FTL can also provide a trustee secretarial service to complement our independent trustee service. As part of this service
we would put trustee meeting packs together, draft the minutes of the trustee meetings, project manage any action points
to ensure they were followed up and draft and update governance documentation such as conflict or anti bribery policies

CFAO UK Staff Pension Fund

Download and print copies of the CFAO UK Staff Pension Fund Statement of Investment Principles and Implementation Statements below.

Resources

Contact us

Andrew Mcilhinney

Partner - Leeds

T: +44 (0)113 369 2141

E:

Hannah Watson

Senior Associate - Leeds

T: +44 (0)113 369 2414

E: hannah.l.watson@dlapiper.com

Laura Colling

Associate - Leeds

T: +44 (0)113 369 2593

E: laura.colling@dlapiper.com

Postal address:

c/o DLA Piper UK LLP
Fountain Trustee Limited
Princes Exchange, Princes Square
Leeds
LS1 4BY