Fountain Trustee Limited

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