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Trusts & Trustees Advance Access originally published online on July 7, 2009
Trusts & Trustees 2009 15(7):611-618; doi:10.1093/tandt/ttp072
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© The Author (2009). Published by Oxford University Press. All rights reserved.

Investment—can private trustees learn anything from pension scheme trustees?

James Clifford*

*James Clifford, Maitland Chambers, 7 Stone Buildings, Lincoln's Inn, London, WC2A 3SZ, UK. Tel: +44 20 7406 1200; Email: jclifford{at}maitlandchambers.com). I would like to thank Christopher McCall QC, also of Maitland Chambers, and Clifford Sims, a partner in Hammonds, solicitors, and Chairman of the Investment Committee of the Association of Pension Lawyers, both of whom provided valuable comments on earlier drafts of this article. The responsibility for any errors, however, remains entirely mine.

Trustees of private discretionary trusts should consider adopting a pensions law-style ‘statement of investment principles’, to give them a benchmark by which to operate when exercising their investment powers, and the settlor or beneficiaries something by which to measure the trustees’ success or failure. Some other things which the trustees of private discretionary trusts might be able to learn from pension scheme trustees are also considered.


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