Our Expertise

Independent trustee services

At Falcon Trustees, our partners come from diverse professional backgrounds, including actuarial, legal, pensions management, finance, and investment. Each partner brings extensive experience in providing pension trustee services to a wide range of schemes. We are committed to delivering tailored services to meet the individual needs of each scheme. Our partners are based in London and the South East but work across the entire UK. Core to our way of working is acting with the highest standards of integrity, courtesy, and professionalism.

Our Partners

Our partners are based in London and the South East but work across the entire UK.

Vicky Paramour

Mike Jaffe

Venetia Trayhurn

Wendy Davis

Sorca Kelly-Scholte

Our Clients and Experience

Our clients range in size from £300m to £5bn. We work with schemes sponsored by employers across a range of different industry sectors that include several household names.

Our clients include DB, CDC, DC and Hybrid schemes. We have extensive experience in helping clients with all aspects of the pension issues that they may face. Our partners have experience in the following areas:

  • Funding and investment strategy reviews including journey planning
  • Implementation of insurance solutions including buy-ins, buy-outs, longevity hedging and the use of superfunds
  • All aspects of covenant issues
  • Use of contingent assets
  • Supporting schemes through corporate transactions and scheme restructuring
  • Scheme mergers

  • DC investment strategy reviews and value for member assessment exercises

  • Transfer of DC schemes to Master Trust arrangements

  • Member engagement exercises

  • Dispute resolution, Pensions Ombudsman processes, litigation and non-contentious court proceedings

  • Advisor selection exercises

  • Review of scheme administration arrangements including administration remedial exercises

  • Administration outsourcing, offshoring and supplier oversight and reviews

  • Incident management

  • Review of scheme governance arrangements and implementation of new governance frameworks
  • Buy-out readiness including GMP Equalisation
  • Audit and risk, including implementation of ESOG and ORA arrangements
  • Scheme design projects including the implementation of CDC

  • Trustee effectiveness reviews and implementing outcomes

  • Engagement with the Pensions Regulator on a wide range of issues
  • Implementation of cyber security policies and the management of cyber events