Client feedback


They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.
Sally-Anne Borrill,
T-Systems
​Mike is a great secretary. He does a really good job for us.
Clare Cairns,
Campden BRI Group
​I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSIT as the best. We are very happy with Mark and the service we get.
Julia Morton,
Camellia plc
Excellent service - as expected and why PSIT was chosen.
Stuart Barker ,
Independent Occupational Pensions Consultant, RSPCA
The work that has been done has been delivered beyond expectations.
Head of Trustee Services
When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.

Trustee board effectiveness

Although the UK Corporate Governance Code doesn’t apply to pension trustee boards, many of the overarching themes - such as evaluating board effectiveness - are equally applicable and help demonstrate good governance.


There are many reasons why you would review the effectiveness of your pension trustee board, such as to:

  • ensure the trustee group is performing as well as possible - both operationally and behaviourally
  • address a specific issue or issues
  • benchmark pension trustee board processes, operation and effectiveness against others
  • access independent expert opinion to gain fresh perspective and new ways of thinking
  • reassure the trustees or chair of trustees that internal review processes and development plans are adequate and effective
  • demonstrate a commitment to improving governance to pension members, the sponsoring employer, The Pensions Regulator or other stakeholders
  • assess how well things are running following the appointment of a new chair of trustees
  • put in place development and succession plans

PSIT is perfectly placed to review the effectiveness of your pension trustee board. We are independent, impartial and objective. We have an in-depth understanding of the role of a pension trustee board and the workings of a pension scheme, with extensive experience doing the job ourselves, and are able to bring wider experience and perspective to aid benchmarking. Being external means we can more easily ‘tell it like it is’ or deal with known issues diplomatically.

Pension trustee board review services

Our pension trustee board review services would be for tailored specifically to pension scheme, trustees and particular objectives, typically including one or more of the following elements:

  • trustee board evaluation self assessment toolkit
  • board effectiveness questionnaires
  • collective trustee board effectiveness assessment
  • individual trustee evaluation, including capabilities and effectiveness

To find out more about how our expert team can help you and your pension trustee board develop and improve, please contact us.

Speak direct to our specialist in this area

Picture of Clare Owen independent trustee at PSIT

Clare Owen

Director of Outsourced Pension Services

Or call us on:

0845 313 0024

Read more

Pension trustee effectiveness self assessment

Download our free questionnaire to start your trustee board review now

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Award winners

Independent Trustee Firm of the Year UK pensions Awards Independent trustee firm of the year

Call: 0845 313 0024

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