Client feedback


PSIT were overall more professional than others.
Paul Staniland,
Kier
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues
​I enjoy working with PSIT and we have a very positive relationship. I was new to pensions and found them very helpful.
Bruce Allison,
RTUK
These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. HR Trustees is geared to delivering that.
Ray Pygott,
Partner at KPMG LLP
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
In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find HR Trustees has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.
Katherine Dandy,
Partner at Sackers & Partners
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Pension adviser benchmarking

Are you confident you are receiving the best value from your current pension scheme advisers?


Striking the right balance between achieving good pension scheme governance and containing pension costs by ensuring pension advisers are delivering value for money is just one of the many demands faced by pension trustees today.

A benchmarking review is a quick and cost effective way to compare the service pension trustees are receiving and fees they are paying against market practice, without the need to carry out a full pension adviser review.

Our independent pension advisor benchmarking service

Our pension benchmarking reviews provide clear, objective information to enable your pension trustees to decide whether they are receiving a value service. To maximise the benefit you receive, we share our:

  • professional insight of working as independent pension trustee and trustee secretary for similar pension schemes
  • practical,'day job' understanding of how specific pension advisers work with pension trustees and pension scheme sponsors
  • information from our in-depth database of pension scheme actuaries, pension administrators, pension lawyers, investment consultants and other pension advisory firms - covering their staff, clients, systems, services and fees
  • expertise in performing pension advisor benchmarking and full market review exercises for pension trustees

The results of this fixed fee benchmarking service will enable you to decide whether to maintain the status quo with your current pension adviser, make improvements to their service or proceed to a full market review to find a new pension scheme adviser.

Download our pension benchmarking service flyer

To learn more about how our pensions adviser benchmark service could benefit your pension scheme, 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 about the changes we suggested to help a new client spend their pension scheme budget wisely

Award winners

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

Call: 0845 313 0024

online enquiry