Client feedback


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
​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,
Tyser
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
​Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.
Katherine Breading,
Tyser
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
​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
image for Trustee executive services | Pension trustee support

Trustee executive services for pension schemes

An effective pension trustee board is one that can focus on strategy and governance.


We help pension trustees by looking after all day-to-day activities, effectively managing trustee priorities and ensuring your pension plan runs smoothly. We do this through:

  • improving efficiency
  • sharing our expertise and market knowledge
  • ensuring operational excellence
  • cost effective delivery

The pension trustee support role is increasingly outsourced to a specialist like PSIT Secretarial Services. We tailor our trustee executive services to meet the needs of each pension scheme, providing expert support by:

  • delivering exceptional management of trustee meetings
  • proactive forward planning and prioritisation of actions to maximise efficiency
  • building effective relationships with pension trustees and other key stakeholders
  • providing specialist advice on pension scheme governance and operational matters
  • keeping pension trustees up to date with legal and regulatory changes
  • maintaining compliance with comprehensive policies and procedures
  • ensuring transparency on actual expenditure against agreed budgets

Download our trustee executive services flyer

Case study

We have provided trustee executive services for a client with several pension schemes managed by a common trustee board - a mixture of defined benefit (DB), hybrid and defined contribution (DC) with 17,000 members and over £1.5bn assets in total.

By becoming an integral part of the pension scheme trustee board, we deliver a highly valued personal service and enable the trustees to:

  • focus time on their most important strategic priorities
  • plan ahead and adapt smoothly to future changes
  • avoid getting involved in unnecessary operational detail
  • ensure transparency and cost efficient of adviser services
  • Read the full case study

To find out more about how our trustee executive services can support your pension scheme or existing in-house team, why not 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

Hot topic

Helping members up against the grim reaper

Case study

Smooth operations

Trustee executive services flyer

An effective trustee board is one that can focus on strategy and governance

PSIT Secretarial Services white paper

The true value of a specialist pension scheme secretary

Free self assessment tool

How effective is your pension trustee board?


Call: 0845 313 0024

online enquiry