Client feedback


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.
It’s a pleasure working with key members of the HR Trustees team: their experience and leadership means that they know how to get the job done, working in partnership with fellow trustees, employers and advisers to achieve the best result for members.
Mark Smith,
Partner at Taylor Wessing
Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. HR Trustees has the experience and the resources to help trustees manage these burdens.
Mark Atkinson,
Partner at CMS Cameron McKenna
In any major corporate transaction, time is of the essence. HR Trustees’ pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties.
David Wilman,
CFO at Survitec Group
They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.
Dave Strain,
Royal Yachting Association
image for Pension scheme adviser review | Benchmarking | Selection | Adviser reviews

Reviewing pension scheme advisers

Are you confident the advisers and suppliers to your pension scheme are delivering effective high quality services that represent good value for money?


Guidance from The Pensions Regulator makes it clear that pension trustees should regularly review their advisers and service providers and that you must:

  • have an excellent working relationship with your pension advisers
  • monitor their performance regularly
  • understand what they are doing so you can assess performance and value for money
PSIT pension scheme adviser reviews

Our adviser review service is unique, as our ‘day job’ professional pension trustee and scheme secretary expertise means:

  • we know what really makes a difference
  • we know what high quality looks like in practice
  • we know what good value for money really means

By combining this practical experience with our extensive knowledge of all major actuarial and investment consultancies, administration providers and pension lawyers, we developed an effective review process that comes without the time-consuming hassle typically associated with tenders.

Our pensions adviser reviews help with both benchmarking and selection, and are:

  • designed to match your needs with the right advisers
  • completely confidential
  • free from conflicts of interest
  • flexible
  • performed for a fixed fee

Case study

Our client’s pension trustees had lost confidence in their administrator and felt their fees were high and opaque. Using our extensive knowledge of the market, we created a tailored, targeted tender process to find the best-fit replacement.

As a result, the trustees achieved cost savings of over 20% and have a new provider who:

  • will maximise the quality of services over the long-term
  • has the capability to deliver a top-class client/member facing service
  • has a completely transparent fixed fee structure

Read the full case study

To find out more about how our adviser review service could benefit you, take a look at our service flyer or contact us to talk it through.

Speak direct to our specialist in this area

Picture of Kathy Trusler pension scheme secretary at PSIT

Kathy Trusler

Scheme Manager

Or call us on:

0845 313 0024

Read more

Case study

Read how one PSIT client used our targeted review process to find the adviser who was the best fit for them

Blog

Talk first, then tender

Adviser review service

More details about how we can help you review your scheme advisers

Benchmarking review service

Learn how we can help benchmark your scheme adviser services & costs

Case study

Read how we achieved efficiencies across multiple pension schemes

Award winners

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

Call: 0845 313 0024

online enquiry