Client feedback


​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
​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
PSIT were overall more professional than others.
Paul Staniland,
Kier
​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
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
I wanted to look at the effectiveness of our trustee board, so Gillian, our PSIT scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSIT shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further.
Claire Silvester,
Vector Aerospace
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Pension trustee training

Keeping knowledge and understanding up to date is a must for the 21st century trustees to meet Pensions Regulator requirements.

We are strong believers in the importance of effective, targeted training to improve pension trustee knowledge and understanding (TKU) and regularly run courses that cover real life examples and topical pension issues as well as the Pensions Regulator’s (tPR) scope guidance.

Our courses include:

  • Trustee knowledge & understanding for new pension trustees
  • core knowledge refresher sessions for more experienced pension trustees
  • training for the 21st century trustee - covering governance, strategic thinking & risk management and effective board dynamics
  • bespoke training for individual trustee boards - for example, ahead of an investment strategy review or pension scheme valuation

All of our training courses for pension trustees are interactive, with plenty of practical examples and opportunities for discussion and questions. Click here to see our latest course dates.

Trustee training tools

Our trustee training needs analysis highlights where knowledge gaps exist and additional training is required. Our pension trustee effectiveness self-assessment questionnaire helps you assess the structure and function of your trustee board, how well your trustee meetings work and the strength of your pension scheme governance arrangements.

From these we can build a specific trustee training plan or conduct a more in-depth trustee board effectiveness review to more fully meet 21st century trusteeship requirements.

You can learn more about or register for one of our trustee training course here. If you’d like to find out more about our trustee training tools or bespoke course, please contact us.

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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Trustee board effectiveness reviews

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Pension trustee effectiveness self assessment

Download our free questionnaire to start your trustee board review now

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