Our three top tips help you find the adviser that will make your decision and transition seamless, even in these unforgiving times.
The market changes with alarming regularity – particularly now – and strong technical and industry knowledge is essential. Appropriate skills and experience working alongside all stakeholder groups will keep the project moving through any situation that arises.
Many advisory firms have their own master trust, provide consultancy services to master trusts and even sit on master trust boards. These conflicts of interest are difficult to overcome; choose an adviser with no affiliations to an active master trust.
Are you on the same wavelength as your adviser? Your team has a preferred way of working and your adviser must be in tune. Pick someone who understands the objectives, motivations and challenges of your scheme, and can manage the transition and stakeholders accordingly.