Client feedback


The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.
Paul Coley,
The Altro Pension and Life Scheme
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
​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
Very professional and engaged service.
Danny Nussbaum,
HR Director, Volvo
They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.
Sally-Anne Borrill,
T-Systems
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Pension trusteeship

Whether you are looking to appoint an independent trustee to be part of a pension trustee board or to act as sole corporate trustee, you need to feel some real chemistry with the person you choose and be confident the firm’s approach suits your style of working.


There are many reasons why you might appoint a professional pension trustee, so it is important you find the pension trustee company that offers the right skills and expertise for your particular scheme and situation. As well as those that are personal to you and your pension scheme, key factors to consider include:

  • experience
  • qualifications
  • commitment to professional standards
  • degree of independence
  • availability
  • strength of the back up team
  • credibility

Our reputation has been built on excellent client service. We focus on building long-term relationships and have an open and constructive style of working to help our clients meet the challenges they face and achieve the goals they have set for their scheme.

In many cases, our role as professional independent trustee is to:

  • effectively manage the often complex relationships involved in running the pension scheme - making balanced judgments, and using influence and commerciality where appropriate
  • pass on the value of our experience to our co-trustees - helping them to develop and
  • provide a positive contribution to pension scheme governance and risk management - developing processes and solving problems to improve member outcomes

Case study

We were appointed as Chair of the Grisewood & Dempsey scheme. The most recent valuation showed a 51% funding level with a £5.3million deficit. Combined with a weak employer covenant, this represented a significant challenge to the trustees and sponsor.

We provided professional guidance and support to our co-trustees, enabling strategic decisions to be taken that have ensured the scheme’s funding position has been well managed and the point of wind up has been reached. In particular, we helped the trustees:

  • negotiate appropriate contributions
  • change investment strategy to reduce volatility and better match insurer portfolios
  • select the best advisers
  • choose the right consultant to negotiate the best buy out terms

Read the full case study

If you are considering appointing an independent pension trustee for the first time or are reviewing your current professional trustee appointment, why not find out more about the benefits of working with PSIT?

Speak direct to our specialist in this area

Picture of James Double independent trustee at PSIT

James Double

Head of Trusteeship

Or call us on:

0845 313 0024

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