Client feedback

They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.
Sally-Anne Borrill,
​They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.
Paul Rudd,
Express Newspapers
​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 Cross,
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
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
Very professional and engaged service.
Danny Nussbaum,
HR Director, Volvo
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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

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Trustee board effectiveness reviews

How effective is yours?

Pension trustee effectiveness self assessment

Download our free questionnaire to start your trustee board review now

Q&A with Professional Pensions

Clare Owen speaks about our latest trustee board research

Download the results

Only 56% of pension trustee boards assess their performance


The effectiveness (or not) of trustee boards

Case study

Smooth operations

Call: 0118 207 2900

online enquiry