Client feedback

The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.
Alex has helped in our dealings with other advisers using his experience of other schemes.
Angela Clayton ,
Accent Group
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
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
Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work.
Wendy Stansfield,
Vector Aerospace
As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
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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 or email

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

Or call us on:

0118 207 2900

Read more

Service flyer

Trustee board effectiveness reviews

Free self assessment tool

Trustee board effectiveness questionnaire

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Call: 0118 207 2900

online enquiry