How should Trustees monitor and review their professional advisers?

W19 Wed 1415

With the advent of the Trustee Act 2000, trustees are required to keep their advisers under review but what does this really mean? Charles Mesquita charity specialist at Rensburg Sheppards Investment Management has benefitted from sitting on both sides of the fence and will consider: How to carry out a review; how frequently advisers should be put under the microscope; how to identify potential candidates; how to research the market place; what questions to ask and how much information to give; what procedures can be put in place to ensure a successful outcome