Trustee secretariat
The role of the Secretary to the Trustees is an important one and should be undertaken by an experienced professional.
The role is not simply an administrative function. An experienced Secretary to the Trustees will ensure that the trustee board is compliant with legislation at all times whilst always looking ahead to future developments in the scheme.
At Truestone, we provide a full secretariat service for trustee boards independent from all interests and conflicts of interest.
Our service includes:
- Annual meeting schedule and key events timetable
- Pre-meeting preparation (This includes attending “pre-meetings” with key people, drafting of agendas, managing trustee advisers and preparing meeting packs)
- Meeting attendance (ensuring that the agenda is adhered to and presenting where appropriate)
- Production of draft minutes for agreement
- Management of actions arising from the meeting in a timely and efficient fashion
- Documentation storage and management
