Client feedback


I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.
Dave Strain,
Royal Yachting Association
​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,
Tyser
I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further.
Claire Silvester,
Vector Aerospace
​We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.
Katherine Cross,
Tyser
They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
We now have a very collaborative approach between trustees and employer.
Peter Millard,
Company Secretary, TRL Limited
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Online board packs

Secure online access to trustee board papers and pension scheme documents.


As professional trustees and pension scheme secretaries, we know the importance of ensuring pension trustee meeting packs can be produced and distributed quickly, efficiently and securely. That’s why we offer clients access to VirtualBoardroom (VBR), a protected online portal.

The key benefits of our online board software are:

  • Improved data protection & security – ideal to help GDPR compliance
  • Efficient paper-free creation of trustee board and committee meeting packs
  • Secure access to current & past trustee meeting packs
  • Trustees can annotate meeting packs through the VBR app and share these with other attendees
  • Work offline then sync back to secure server when you’re next online
  • Easy to use library for access to all key pension scheme documents
  • Access for pension scheme advisers in line with your permission requirements
  • Keep track of key dates through the clear meeting calendar

Trustee board packs can be created by uploading Word, Excel, PowerPoint or PDF files then combined into one consolidated pack. Board meeting packs can then be viewed:

  • in electronic format through the web browser on any computer, smartphone or tablet
  • via the VBR App for iPad and Android devices
  • by printing to hard copy, complete with integrated agenda and indexation

To find out how VirtualBoardroom could help you save time and improve governance in your pension scheme, why not contact us?

Speak direct to our specialist in this area

Picture of Curtis Mitchell pension scheme Manager at PSGS

Curtis Mitchell

Scheme Manager

Or call us on:

0845 313 0024

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Call: 0845 313 0024

online enquiry