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Tender and set objectives for investment service providers

You have certain duties when working with providers of investment consultancy and fiduciary management services. These include setting objectives for investment consultants and tendering for fiduciary management services.

Our guides will help you meet these duties. They will also help you to understand the how these services interact with your scheme’s governance model and the impact of these on positive member outcomes.

Choose an investment governance model

This guide helps trustees understand matters they should consider when deciding whether to use fiduciary management or other investment governance models.

Tender for fiduciary management services

This guide helps trustees understand their legal duties and sets out approaches to tendering for fiduciary management services.

Tender for investment consultancy services

This good practice guide helps trustees apply the principles of tendering when selecting investment advisers.

Set objectives for your investment consultant

This guide helps trustees understand their legal duties and sets out approaches to setting objectives.