Companies will be integrated into the Zedra brand and report through Zedra Governance
Digital platform aims to improve compliance efficiency across multiple jurisdictions
The firm has expanded its professional independent trustee services with the acquisition
Deal follows Zedra’s acquisitions of PTL and Caledonian Trustees
Pensions & Incentives is designed to provide governance advice to schemes and trustees
Trustee firm will be known as Zedra Governance Limited from 18 July
Caledonian will sit alongside and report through PTL which was acquired in January
Deal helps Zedra expand its pension offer and allows PTL owners to futureproof business
Inside Pensions has been acquired by Zedra as part of the active wealth, global expansion and fund services specialist’s drive to expand its presence in the pension services space.