Client feedback


Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. PSGS has the experience and the resources to help trustees manage these burdens.
Mark Atkinson,
Partner at CMS Cameron McKenna
Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees.
Duncan Buchanan,
Partner at Hogan Lovells
Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer.
Stuart Barker,
Internal Pensions Consultant, RSPCA
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues
Excellent service - as expected and why PSGS was chosen.
Stuart Barker ,
Independent Occupational Pensions Consultant, RSPCA
When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.
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Trustee board effectiveness

Although the UK Corporate Governance Code doesn’t apply to pension trustee boards, many of the overarching themes - such as evaluating board effectiveness - are equally applicable and help demonstrate good governance.


There are many reasons why you would review the effectiveness of your pension trustee board, such as to:

  • ensure the trustee group is performing as well as possible - both operationally and behaviourally
  • address a specific issue or issues
  • benchmark pension trustee board processes, operation and effectiveness against others
  • access independent expert opinion to gain fresh perspective and new ways of thinking
  • reassure the trustees or chair of trustees that internal review processes and development plans are adequate and effective
  • demonstrate a commitment to improving governance to pension members, the sponsoring employer, The Pensions Regulator or other stakeholders
  • assess how well things are running following the appointment of a new chair of trustees
  • put 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 doing the job ourselves, and are able to bring wider experience and perspective to aid benchmarking. Being external means we can more easily ‘tell it like it is’ or deal with known issues diplomatically.

Pension trustee board effectiveness from PSGS

Pension trustee board review services

Our pension trustee board review services would be for tailored specifically to pension scheme, trustees and particular objectives, typically including one or more of the following elements:

  • trustee board evaluation self assessment toolkit
  • board effectiveness questionnaires
  • collective trustee board effectiveness assessment
  • individual trustee evaluation, including capabilities and effectiveness

Download our trustee board effectiveness reviews service flyer

Our trustee board effectiveness partner

PSGS delivers our trustee board effectiveness review service together with the Non-Executive Directors’ Association (NEDA) - the leading independent member association dedicated to Non-Executive Directors (NEDs). NEDA promotes and supports the needs of NEDs at all levels, providing a comprehensive range of practical education, training, mentoring, coaching and advisory services.

NEDA promotes:

  • Leadership – helping NEDs 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 NEDs on setting personal objectives that provide a benchmark for measuring performance.
  • Recruitment – providing support and advice for individuals and organisations.
  • Networking – delivering events for NEDs to keep up to date and share experiences.

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

To find out more about how our expert team can help you and your pension trustee board develop and improve, please 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

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