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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 FCA.

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.

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  Sense Financial Solutions

The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.Sense Financial Solutions is authorised and regulated by the Financial Conduct Authority under Financial Services Register number 616273.Sense Financial Solutions Ltd is registered in England & Wales at Companies House, number 5313395.Registered Office: 43 Walcote Drive, West Bridgford, Nottingham, NG2 7JQ
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