Client feedback

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
So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.
Paul Rudd ,
Chairman of Trustees, Express Newspaper
​Mike is a great secretary. He does a really good job for us.
Clare Cairns,
Campden BRI Group
​We are extremely pleased with the appointment we made. The way Ian and Kerry react to us and work with us is brilliant. We are very happy.
Katherine Breading,
The work that has been done has been delivered beyond expectations.
Head of Trustee Services
​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
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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:

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

PSIT blog

Paper vs paperless meetings - the pros and cons

Free self assessment tool

How effective is your pension trustee board?

Case study

Benefiting from outsourced pensions management

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

Effective pension project management & delivery

A time critical successful bulk DC transfer case study

Award winners

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

Call: 0845 313 0024

online enquiry