Jurisdiction(s):
United Kingdom

Related legal acts

Key definition

Appointment definition

What does Appointment mean? In legal practice, an appointment is the contract by which a client/employer engages a professional consultant (for example an architect, engineer, quantity surveyor or project manager) and sets the services, fee basis and allocation of risk. The term is descriptive and used across multiple contexts; it is not generally defined by legislation, though particular regulations refer to specific appointments (for example, construction safety roles). An appointment may be executed as a deed or as a simple contract, including by a letter of appointment. In England & Wales, Northern Ireland and Ireland this distinction affects limitation (typically around 12 years...

Appointing and overseeing occupational pension scheme professional advisers and service providers: duties, section 47 process, investment delegation, custody, SLAs, termination, and CMA/DWP requirements for investment consultants and fiduciary managers

Published by a LexisNexis Pensions expert

Practice notes

THIS PRACTICE NOTE APPLIES TO OCCUPATIONAL PENSION SCHEMES Considerations when appointing scheme advisers and service providers

Administering a pension scheme can, at times, be a challenging and intricate responsibility for trustees to manage effectively in practice. Trustees must navigate extensive laws and rules, make numerous decisions, and complete required formalities with care and diligence. Consequently, many trustees of pension schemes formally engage a panel of specialists to help operate the scheme properly and, at all times, in line with all relevant legislation and regulations.

Statute makes provision for appointing specific advisers, referred to as ‘professional advisers’ under law. Those professional advisers, outlined below, comprise the following roles:

the scheme auditor
the scheme actuary
the fund manager
the custodian
the legal adviser

Indeed, under section 47 of the Pensions Act 1995 (PA 1995), schemes have a legal duty to appoint an auditor and, where defined benefits or collective money purchase benefits are offered, an actuary. Pension schemes may additionally retain other service providers to support scheme operations, such as scheme administrators, investment consultants and fiduciary managers...

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Web page updated on 21/05/2026

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