Lucas Appleby

Trustee Assistant

Entrust

Lucas Appleby

Expertise

Lucas assists the wider practitioner team on a range of occupational pension schemes for which Entrust Pension Limited has been appointed trustee.

He supports schemes of varying sizes, assisting with the governance and day-to-day management of pension arrangements. His responsibilities include coordinating trustee meetings, drafting meeting minutes, tracking actions, monitoring key deadlines, and maintaining governance documentation to help ensure schemes meet their regulatory and governance requirements.

Lucas also works with sponsoring employers and a range of professional advisers, including administrators, actuaries, lawyers, auditors, and investment consultants, to support the progression of projects and the effective management of pension schemes.

How do you help clients? 

I help support the effective governance and management of pension schemes by assisting with the day-to-day activities that allow schemes to operate efficiently and meet their obligations. This includes coordinating actions with advisers and service providers, monitoring key deadlines, maintaining governance records, and supporting trustee meetings and projects.

I also assist the wider team in progressing strategic initiatives and ensuring stakeholders are kept informed throughout the process.

Experience

  1. Supporting the governance and management of a broad range of defined benefit pension schemes.
  2. Assisting with trustee meeting preparation, note-taking, minute drafting, action tracking and accurate record maintenance.
  3. Maintaining governance and compliance records, including risk registers and other key governance documentation to aid risk mitigation. 
  4. Supporting Own Risk Assessment (ORA) activities and wider governance initiatives.
  5. Managing and monitoring deadlines to assist with the delivery of trustee responsibilities.
  6. Coordinating with employers, administrators, actuaries, lawyers, auditors, and investment advisers on day-to-day scheme matters.
  7. Assisting with pension scheme projects, including benefit rectification exercises and insurance transaction planning.
  8. Working closely with a sponsoring employer and advisers in relation to a scheme progressing towards buy-in and buyout.
  9. Contributing to operational improvement initiatives, including projects focused on enhancing efficiency through the use of AI and technology.