Client feedback

“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
“Professional and forthcoming with support.”
Martin Crees ,
Rabobank
“We have a good partnership the team really understand what we need and our knowledge eg budgets - "we don't have a referee" - very helpful. Challenge advisers but with a practical objective. Thanks to PSGS, GMP equalisation has been just a process. ”
Stephen Allaker ,
Bristol Myers-Squibb
“Mark Fletcher - excellent independent trustee, personality and high standards.”
Sukhjit Dhillon ,
RATP
“Edwin’s working to ensure the other trustees get involved. Last year he took more of a leading role, which I was very grateful for. He is well organised and proactive. Feedback from external advisers has been good. ”
Jeremy Barnard ,
Imerys
“I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.”
Rob Hartley,
RSPCA
image for Pension scheme secretarial services | Pension secretary | Secretarial services

Pensions secretarial services

With the increasing amount of regulation a UK pension scheme must comply with, the role of a pension trustee secretary has become extremely important.


We help pension trustees run their scheme efficiently by providing a dedicated, experienced resource to:

  • support and guide them
  • implement their strategies
  • ensure compliance and achieve good governance
  • manage pension scheme budgets and advisers

This enables trustees to use their valuable time to concentrate on important strategic issues, whilst feeling confident their pension scheme is well managed.

What makes a good trustee secretary?

With diverse legal and compliance requirements, performing the role of secretary to a trust-based pension scheme requires:

  • excellent organisational and project management skills
  • the ability to communicate effectively and diplomatically with many different parties, including pension trustees, scheme members and professional advisers
  • excellent working knowledge of pensions legal and regulatory compliance requirements
  • the ability to think strategically
  • proficiency in the use of technology

Finding this range of skills and abilities in-house is becoming harder. Combine this with the increasing importance of having an independent pension secretary who can help recognise and manage potential conflicts of interest, it’s no surprise many employers and pension trustees are now looking for an outsourced pension scheme secretary.

PSGS Secretarial Services

We tailor our pension secretariat services to the needs of each pension scheme, delivering value by:

  • supporting effective pension trustee decision making
  • helping pension trustees develop best practice governance
  • ensuring trustees get the best value from scheme advisers
  • identify and mitigate key risk areas and find effective solutions
  • improving communication to strengthen the relationship with members
  • manage training and development to build a strong trustee board

Our trustee secretary service is further enhanced by our range of additional pension scheme services, such as adviser reviews, member communications and trustee board effectiveness reviews.

Whether you simply want us to organise, attend and produce minutes for pension trustee meetings or need a full pension scheme secretarial service, contact us or download our service flyer to find out how our specialist pension secretaries can help you.

Speak direct to our specialist in this area
Picture of Gillian Graham pension secretary at PSSS

Gillian Graham

Client Director
Email Gillian
Or call us on:

0118 207 2900

Read more

Service flyer

Pensions secretarial services

PSGS blog

Managing programmes of change

PSGS blog

How does the new code of practice impact the role of a scheme secretary?

PSGS blog

1,001 reasons to equalise GMP

Case study

Delivering interim secretarial support

PSGS blog

Pension dashboards – what pension trustees need to do now

PSGS blog

Time for trustees to own their scheme’s web presence?

Call: 0118 207 2900

online enquiry