Rodel Fiduciary — trust administration, case management and financial management for beneficiaries of disability awards

Who we are

Rodel Fiduciary specialises in disability trusts. At the core of our fiduciary duty is our responsibility to manage the trust in compliance with best practice, preserve the future of the beneficiary through bespoke independent financial management, and most importantly to care for the beneficiary through a specialised, integrated medicolegal management system.

Our services are unique in that:

• Trust administration — unlike competitors who focus only on the basic administrative and regulatory requirements, our trust administrators are trained to render specialised services for beneficiaries affected by conditions including Cerebral Palsy, Down Syndrome, Spina Bifida, head injuries and amputations.
• Financial management — we appoint suitably qualified third-party service providers to perform the investment and financial administration of the trust fund, engaging a range of providers to tailor a financial solution to the beneficiary's unique needs.
• Case management — we care for the beneficiary by managing their treatment needs with a dedicated medical case manager, reassessed each year against medico-legal reports, treating professionals' opinions and family/beneficiary interviews.
• Digital accessibility — our digital application connects all parties in real time, bringing transparent communication and full recordkeeping to trust administration, financial management and case management alike.

Rodel Fiduciary is part of the Rodel group of companies, alongside Rodel Finance and Rodel Risk.