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United Kingdom

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Key definition

Trustee definition

What does Trustee mean? A trustee is the person or company appointed under a trust deed, will, statute or by the court to hold and manage trust property and carry out the trust’s purposes for the beneficiaries. Trustees owe fiduciary duties, including to act loyally, for proper purposes, within their powers, with reasonable care and skill, and impartially between beneficiaries. They typically have statutory and express powers to invest prudently, delegate, insure, obtain advice, and distribute, and are personally liable for breach of trust. Properly incurred costs are reimbursable and trustees are generally entitled to an indemnity from trust assets; remuneration depends on the...

Archived case tracker: pensions judgments and tribunal decisions handed down in 2015

Published by a LexisNexis Pensions expert

Practice notes

ARCHIVED : This case tracker has been archived and is not maintained.

It hosts a catalogue of notable pensions judgments delivered in 2015.

Alexander and others as Trustees of the Scottish Solicitors Staff pension fund v Pattison and Sim

Case reference: CA63/13.

The dispute concerned a Scottish pension scheme providing benefits to employees of solicitors’ firms and their dependants, and focused on changes to the scheme’s trust deed and rules. Until 1991, the rules imposed a ‘triple‑lock’ for amendments, demanding a two‑thirds majority at three separate general meetings: one of all employers and members, one of all contributing members, and one of all employers. The trustees pursued pension arrears of £50,224 to recover contributions alleged to be owed by the defenders in respect of a former employee of that firm, with the claim founded on amendments made to the scheme rules since 1990. The defenders (the firm of Pattison &...

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