Zedra buys Caledonian Trustees to build on PTL deal

Caledonian will sit alongside and report through PTL which was acquired in January

Hope William-Smith
clock • 1 min read
Wethersfield, Essex: Headquarters of Caledonian Trustees
Image:

Wethersfield, Essex: Headquarters of Caledonian Trustees

Corporate services business Zedra has today (1 June) announced its acquisition of Caledonian Trustees for an undisclosed sum.

The deal follows its purchase of independent trustee firm PTL in January and will see Caledonian staff sit alongside PTL as part of a dual integration process. Essex-based Caledonian is a privat...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Join now

 

Already a Professional Pensions
member?

Login

Hope William-Smith
Author spotlight

Hope William-Smith

Editor at Professional Adviser

View profile
More from Hope William-Smith

Chair of The Pensions Ombudsman Caroline Rookes dies

DC pension holders now waiting an average of 29 days for transfers

More on Industry

Industry expects US tariffs to have adverse effect on scheme investments
Industry

Industry expects US tariffs to have adverse effect on scheme investments

PP survey finds 76% expect US government’s tariffs to have an adverse effect

Martin Richmond
Martin Richmond
clock 17 April 2025 • 2 min read
Industry not in favour of using pension savings for house deposits
Industry

Industry not in favour of using pension savings for house deposits

PP survey finds most do not agree with allowing early access to pension funds to help buy a house

Holly Roach
Holly Roach
clock 17 April 2025 • 2 min read
Professional Pensions: Stories of the week
Industry

Professional Pensions: Stories of the week

LGPS pooling plans rejected, XPS Group pre-close trading update, Aon warning amid market turbulence

Professional Pensions
Professional Pensions
clock 17 April 2025 • 1 min read
Trustpilot