Our services

We support our clients with their most complex challenges, whilst we improve governance, efficiency and collaboration.

We provide the full breadth of professional trustee and non-executive director services, including a consolidation option, all underpinned by our technology solution, wini ™ .

wini TM is an award winning board support technology solution. Combining thoughtful use of AI and automation, wini TM enables you to focus on strategic issues whilst management, governance and compliance are delivered efficiently and effectively. wini TM fosters collaboration through permissions-based information sharing, supporting visibility over key outcomes for all assigned stakeholders. With all the information you need at your finger tips, and real-time updates made easily, wini TM makes board management simple and effective.

Trustee services

Our professional trustees work with defined benefit and defined contribution pension schemes, as well as charities, community interest companies, and not-for-profit organisations.

Operating as Board Chair or as co-trustee alongside your existing Trustee Board members, we deliver tangible outcomes. You benefit from experts who build strong relationships with stakeholders and will challenge the status quo.

Our sole trustee model delivers robust, simplified, and effective governance alongside efficient decision-making. Combined with our open and collaborative manner, members and sponsors are reassured their schemes are in safe hands.

Citrus Pension Plan

For those pension schemes seeking consolidation, Citrus provides a not-for-profit DB master trust solution. Whilst retaining control of all key decisions for your pension scheme, you can benefit from the economies of scale created through operating under a fully authorised master trust.

Citrus provides a one-stop shop for all your pension scheme requirements, and through it’s collaborative approach ensures that sponsors retain control of strategic decisions. Members can rest assured that their interests are protected through the authorised master trust, whilst all stakeholders will receive best in class services with costs shared between all participating schemes.

Non-Executive Directors

Our Non-Executive Directors bring their business acumen to enhancing your Board. We work across multiple business sectors with a focus on taking on appointments where we know we will have impact.

Areas of expertise include board governance, change management, driving commercial success, post acquisition integration, fostering collaboration, and managing difficult situations.

Our NEDs are comfortable working on permanent appointments or project-based appointments where we know we can deliver a certain outcome for the wider Board.