For Employers

Citrus for Employers

Developed by employers, for employers, we will address the challenges you are facing using a robust and efficient framework.

You retain control while we do the rest; improving your journey through our independence, expertise and resource.

We listen to your objectives and tailor our best practice governance to drive positive outcomes – for you, your scheme and its members.

As a not-for-profit, the economies of scale we achieve are passed onto you. This, combined with our effective use of resource, ensures cost management at every stage of your journey.

When the time is right, we can help you reach your endgame sooner than you might expect.

We help you to:

Manage costs at every stage of your journey
Retain control of your scheme
Gain access to professional expertise and resource
Improve your scheme’s governance
Drive a more sophisticated investment strategy
Save management and trustee time
Reach your endgame sooner

How we can help

Employers transfer their scheme’s assets and liabilities into their own ‘section’ of a larger DB trust, and then close down their old scheme. This consolidates the running of the scheme into the DB master trust alongside other schemes and employers. There is no cross-subsidy of risk between different employers.

My section has been in Citrus for a number of years, receiving a great service which I believe delivers the best outcomes for our members. The Trustee consults on key strategy decisions to ensure alignment of interests.
Hugh Anderson, FD, Scottish Rural Agricultural College

Your involvement

Through partnering with you, you retain control of your scheme, and we deliver the rest.

Every person involved in making your journey a success has been independently selected because of their expertise and ability to address the challenges you face.

Led by a professional sole trustee and supported by knowledgeable advisers, we believe we are unique in our independence and expertise.

If you’d prefer to stay involved, our employer oversight board enables all employers to play a more active role if you’d like.

Find out more about how Citrus is governed.

"You'll get an enhanced service with significant cost savings, with the governance burden passed to the Citrus Trustee, all while retaining control through a collaborative approach. Your members will be better off in the future with Citrus
Graham Jones, Scheme Actuary

Investing Responsibly

The Trustee have set engagement priorities which have been shared, alongside their RI policy, with the Plan’s investment managers. The Trustee will monitor the Investment managers’ developments throughout the year.

Responsible Investment Policy

Get in touch

If you are an Employer and want to find out how Citrus can benefit your pension scheme, fill in our contact form to get in touch, and one of our team will get back to you.

Get in touch