1. Trusted Reputation
Go with a trustee known for doing things right, having a solid history, stable backing, and a name people trust.
2. Real Experience
Choose one who’s seen it all and solved it all, the kind who can spot issues early and guide you with smart, timely solutions.
3. Strong Connections
A well-connected trustee brings extra value. With industry networks, they can unlock resources to support your trust better.
4. Quick & Clear Communication
You want someone who listens, adapts, and responds because your plan deserves attention and care.
5. Practical Know-How
A good trustee balances the legal stuff with your financial goals, keeping everything running smoothly, by the book, and on track. With us as your corporate trustee, you get:
Expert guidance
We’ve helped thousands of individuals, families, and organizations manage their trusts.
Total peace of mind
We ensure your wishes are followed and your assets are protected.
Legal & financial know-how
We stay on top of regulations so you do not have to.
A partner for the long haul
Our corporate structure means we’re here to support you today and tomorrow.
Time & cost savings
We handle complex admin, freeing up your time and resources.
Personalised support
We work with you (and co-trustees if you have them) to tailor solutions to your needs.
What Is ICEA LION's Duty As Corporate Trustee To A Retirement Benefits Scheme?
Running a retirement scheme doesn’t have to be a full-time job for you or your team. That’s where we come in. At ICEA LION, our role as your Corporate Trustee is simple we take the weight off your shoulders and make sure your scheme is fully compliant, professionally managed, and always aligned with the best interests of your members.
We handle everything from day-to-day administration to legal compliance, regular reporting, and ensuring your members’ benefits are paid on time. You focus on your business—we’ll handle the rest.
Here’s what we do for you:
● Make sure your scheme follows all retirement and tax laws
● Keep accurate records and file timely reports
● Communicate regularly with your members and sponsors
● Ensure benefits are paid correctly and on time (within 30 days and transferring to another scheme within 60 days)
● Make sure your scheme follows all retirement and tax laws
● Keep accurate records and file timely reports
● Communicate regularly with your members and sponsors
● Ensure benefits are paid correctly and on time (within 30 days and transferring to another scheme within 60 days)
● Manage scheme assets with care and transparency
● Handle all service providers and trustee meetings
● Keep you updated with quarterly reports and insights
What We Do For You As Corporate Trustee To A Private Trust?
We act as a neutral, experienced third party to:
Follow your wishes and manage assets professionally
Keep records and file taxes
Distribute benefits on time
Communicate clearly with beneficiaries and regulators
Stay compliant with all laws and updates
Offer expert advice and regular reporting