Client feedback


PSIT were overall more professional than others.
Paul Staniland,
Kier
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
​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
Where HR Trustees are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees.
Duncan Buchanan,
Partner at Hogan Lovells
PSIT offered the right support at very short notice, at reasonable cost, when we really needed it
Ian Edwards,
Chair of Trustee, Comet Pension Scheme
Very professional and engaged service.
Danny Nussbaum,
HR Director, Volvo
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Pensions secretariat services

The level and scope of regulation a UK pension scheme must comply with makes the role of a pension trustee secretary an extremely important one.


The role of secretary to a trust-based pension scheme is equivalent to a company secretary, and comes with similar diverse legal and compliance requirements. To perform the trustee secretary role well today requires a combination of:

  • excellent organisational and project management skills
  • the ability to communicate effectively and diplomatically with many different parties, including pension trustees, scheme members and professional advisers
  • excellent working knowledge of pensions legal and regulatory compliance requirements
  • the ability to think strategically
  • proficiency in the use of technology

Finding this range of skills and abilities in-house is becoming harder to achieve. Combine this with the increasing importance of having an independent pension secretary who can help recognise and manage potential conflicts of interest, it’s no surprise many employers and pension trustees are now outsourcing the pension secretary role.

Learn more about the benefits of appointing a professional trustee secretary for your pension scheme:

The benefits of a professional pension scheme secretary from PSIT

PSIT Secretarial Services

We help pension trustees run their scheme like an efficient company by providing a dedicated, experienced resource to support and guide them, implement their strategies and manage their budgets and advisers. This enables trustees to use their valuable time to concentrate on important strategic issues, whilst feeling confident their pension scheme is well managed.

We tailor our pension secretariat services to meet the needs of each pension scheme, delivering value to clients by:

  • supporting effective pension trustee decision making
  • helping pension trustees develop best practice governance
  • ensuring trustees get the best value from scheme advisers
  • improving communication to strengthen the relationship with members
  • helping build a strong trustee board

Our highly trained and experienced pensions professionals provide both peace of mind and high quality operational support. We know what makes a difference, and this enables us to identify and mitigate key risk areas and find effective solutions. Our secretary to the trustees service is further enhanced by our range of additional pension scheme services, such as adviser reviews, risk reviews, member communications and trustee board effectiveness reviews

Whether you simply want us to organise, attend and produce minutes for pension trustee meetings or need a full pension scheme secretarial service; why not contact us to find out how our specialist pension secretaries can help you?

Speak direct to our specialist in this area

Picture of Gillian Graham pension secretary at PSSS

Gillian Graham

Client Director

Or call us on:

0845 313 0024

Read more

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Case study

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Free self assessment tool

How effective is your pension trustee board?

PSIT Secretarial Services white paper

The true value of a specialist pension scheme secretary

PSIT Secretarial Services service flyer

How professional secretarial services help pension trustees

Award winners

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

Call: 0845 313 0024

online enquiry