Trustee Investment Planning

The needs and requirements of trustees can differ significantly from those of individuals.  Whether you are a professional trustee or a lay trustee acting on behalf of a friend or family member getting the right type of investment advice is important although trustee investment advice is not regulated by the FSA.

The Trustee Act 2000 imposes a statutory duty of care on trustees who now have the responsibility to take “appropriate advice” on investment matters.  Trustees have had to become more proactive and regularly review the investment of trust assets.

Sense can help trustees to comply with their responsibilities by assisting in the process of formulating investment policy and objectives, managing the investment arrangements and regularly reviewing these at trustee meetings. You may wish to read our guidance note outlining duties and responsibilities of trustees.

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