Client feedback

“Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.”
Ian Woods,
KGPT trustees
“Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work. ”
Wendy Stansfield,
Vector Aerospace
“Excellent service - as expected and why PSGS was chosen.”
Stuart Barker ,
Independent Occupational Pensions Consultant, RSPCA
“In any major corporate transaction, time is of the essence. PSGS's 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
“Kathy, may l take this opportunity to thank you for your assistance. There were many times l thought l was losing my mind during my efforts with Aviva. You were a pillar of support for me and you saw my case through to the very end. I cannot thank you enough but thank you again. It is through people like you who strive for professional fairness as well as thoroughness, HCA has such a good reputation.”
Ethel Chimutwe,
HCA International Ltd Staff Retirement Benefits Scheme
“It’s a pleasure working with key members of the PSGS 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
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Trustee board effectiveness

Evaluating the effectiveness of your pension trustee board is simply good governance (oh, and The Pensions Regulator thinks you should do it too).



Why review your trustee board’s effectiveness? A handful of reasons are…

  • ensuring the trustee group is performing as well as possible - both operationally and behaviourally
  • benchmarking pension trustee board processes, operation and effectiveness against others
  • addressing a specific issue – for example in managing pension scheme advisers
  • accessing independent expert opinion to gain fresh perspective and new ways of thinking
  • reassuring the trustees or chair of trustees that internal review processes and development plans are adequate and effective
  • demonstrating a commitment to improving governance to pension members, the pensions scheme sponsor or The Pensions Regulator
  • assessing how well things are running following the appointment of a new chair of trustees
  • putting in place development and succession plans

PSGS is perfectly placed to review the effectiveness of your pension trustee board. We are independent, impartial and objective. We have an in-depth understanding of the role of a pension trustee board and the workings of a pension scheme, with extensive experience of doing the job ourselves. We bring wider experience and new perspectives. Being independent means we can more easily ‘tell it like it is’ or deal with known issues diplomatically.

Pension trustee board review services

Our board effectiveness services are tailored specifically to your pension scheme, trustees and particular objectives. Typical elements include:

  • trustee board self assessment toolkit - board effectiveness questionnaires, skills & competency framework etc
  • collective trustee board assessment
  • individual trustee evaluation, including capabilities and effectiveness
  • strategic planning support
  • review of operational effectiveness
  • assistance with adviser management
  • understanding & implementing diversity, equity & inclusion
  • interim support through projects such as actuarial valuations, funding negotiations, GMP equalisation etc

Download our trustee board effectiveness reviews service flyer

Our board effectiveness partner

PSGS delivers trustee board effectiveness reviews together with the Non-Executive Directors’ Association (NEDA) - the leading independent member association dedicated to Non-Executive Directors (NEDs). NEDA provides a comprehensive range of practical education, training, mentoring, coaching and advisory services for NEDs at all levels, promoting:

  • Leadership – helping board members think and act strategically, whilst providing the right level of independent challenge.
  • Board effectiveness – ensuring boards have an appropriate balance based on experience, skills and broader diversity.
  • Technical knowledge – promoting better understanding and capabilities in governance, finance, risk management and internal control.
  • Personal development – focusing board members on setting personal objectives that provide a benchmark for measuring performance.

For more information please visit www.nedaglobal.com or email info@nedaglobal.com

Trustee board effectiveness is a big topic, so why not get in touch to chat through what’s on your mind and learn how we can help your pension trustee board develop and improve.

Speak direct to our specialist in this area
Picture of Clare Owen independent trustee at PSIT

Clare Owen

Director of Outsourced Pension Services
Email Clare
Or call us on:

0118 207 2900

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