Independent Trustee Services, part of Independent Governance Group Risk Report

⚖️ Legal & Regulatory

Independent Trustee Services, part of the Independent Governance Group, is involved in several legal and regulatory developments. Notably, these activities reflect on the broader governance sector, with impacts potentially affecting their operational compliance and trust asset management decisions.

• The SEC filed a lawsuit against independent trustees, advisers, and registered fund officers 🗓 May 11, 2023.
• An independent review of the Pensions Regulator (TPR) was published by the UK government 🗓 October 3, 2023.

🏗️ Operational & Business Continuity

Independent Trustee Services is actively engaged in transaction and restructuring processes, impacting its business continuity. This could suggest pivoting strategies or operational shifts reflective of its competitive stance in the financial services industry.

• A merger effectively formed the Independent Governance Group from Ross Trustees and ITS 🗓 February 6, 2023.

🏅 Awards & Recognition

Independent Trustee Services has been shortlisted and recognized in various industry awards, underlining its standing and capabilities in the pension trustee and governance sector. These recognitions contribute positively to the organization's professional perception and brand credibility.

• The firm was part of the shortlist announced for the UK Pensions Awards 🗓 March 20, 2025.