My Trustee Philosophy

15 January 2014 I’m often asked to summarise my top-level thinking on how I approach trusteeship – my trustee philosophy. This question is most often posed with respect to the investment duties involved but – as there is no such thing as a solely investment-focused trustee – the principles involved serve me in the wider exercise of trustee duties. I hope that you find them interesting … please remember you read them here first ! Author: Martin Veasey © www.veaseyassociates.co.uk 2011 – 2018

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NAPF New Guide : Fiduciary Management made simple

12 March 2013 The NAPF has added to their list of ‘made simple’ educational guides available on their website with a new title on Fiduciary Management, written and sponsored by Russell Investments. If you have read the guide or have views on the pros and cons of fiduciary management / delegated consulting, please do leave comments below. Author: Martin Veasey © www.veaseyassociates.co.uk 2011 – 2018

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Making Pension Charges A Little Clearer

06 December 2012 In November 2012, the National Association of Pension Funds published a document: “Pension Charges Made Clear: Joint Industry Code of Conduct” in association with a number of industry trade bodies: the Association of British Insurers, the Investment Management Association and the Society of Pension Consultants. Author: Martin Veasey © www.veaseyassociates.co.uk 2011 – 2018

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