The Trustees’ role

The Trustees of FuturePlanner govern the investment strategy, based on the recommendations of their investment advisers, River and Mercantile.

If you would like more information on how this is done, you can review the Statement of Investment Principles (SIP).

The Pensions Regulator provides guidelines and principles in their DC Code of Practice to help trustees with investment governance. The Trustees regularly review how well they meet these guidelines in a compliance document, which you can find here.