The Trustee

The Trustee of the Scheme is an independent professional Trustee called Zedra, previously known as PTL. The Trustee has a wide range of duties and responsibilities, including organising administration and investing the Scheme’s assets, which are completely separate from the finances of the Company.  The Trustee is responsible for the ongoing monitoring of the Company’s ability to support the Scheme and works closely with the Member Representative Commitee (MRC). 
   
Anything affecting the Scheme as a whole is considered by the Trustee, including:  

• investment beliefs and objectives
• valuation outcomes
• developments in pensions legislation or regulations
• changes to the Scheme rules, and
• the appointment of advisers

To help make sure the Scheme runs efficiently and in members’ best interests, the Trustee appoints and works with a number of independent professional advisers. These include actuaries, investment managers and solicitors. 
 
Zedra acts as the Trustee for the Amey OS Scheme. You can learn more on the Zedra website.