Client feedback

“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
Paul Coley,
The Altro Pension and Life Scheme
“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. PSGS is geared to delivering that.”
Ray Pygott,
Partner at KPMG LLP
“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”
Jonathan Williams ,
Bangor University
“Thanks for all your help!”
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
Tom Graham,
Star Group Pension Scheme
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
Ian Edwards,
Chair of Trustees, Comet
image for Trustee executive services | Pension trustee support

Trustee executive services for pension schemes

An effective pension trustee board is one that can focus on strategy and governance.


We help pension trustees by looking after all day-to-day activities, effectively managing trustee priorities and ensuring your pension plan runs smoothly. We do this through:

  • improving efficiency
  • sharing our expertise and market knowledge
  • ensuring operational excellence
  • cost effective delivery

The pension trustee support role is increasingly outsourced to a specialist like PSGS Secretarial Services. We tailor our trustee executive services to meet the needs of each pension scheme, providing expert support by:

  • delivering exceptional management of trustee meetings
  • proactive forward planning and prioritisation of actions to maximise efficiency
  • building effective relationships with pension trustees and other key stakeholders
  • providing specialist advice on pension scheme governance and operational matters
  • keeping pension trustees up to date with legal and regulatory changes
  • maintaining compliance with comprehensive policies and procedures
  • ensuring transparency on actual expenditure against agreed budgets

Download our trustee executive services flyer

Case study

We have provided trustee executive services for a client with several pension schemes managed by a common trustee board - a mixture of defined benefit (DB), hybrid and defined contribution (DC) with 17,000 members and over £1.5bn assets in total.

By becoming an integral part of the pension scheme trustee board, we deliver a highly valued personal service and enable the trustees to:

  • focus time on their most important strategic priorities
  • plan ahead and adapt smoothly to future changes
  • avoid getting involved in unnecessary operational detail
  • ensure transparency and cost efficient of adviser services

    • Read the full case study

To find out more about how our trustee executive services can support your pension scheme or existing in-house team,why not 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
Email Clare
Or call us on:

0845 313 0024

Read more

PSGS blog

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Hot topic

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Case study

Smooth operations

Trustee executive services flyer

An effective trustee board is one that can focus on strategy and governance

PSGS Secretarial Services white paper

The true value of a specialist pension scheme secretary

Free self assessment tool

How effective is your pension trustee board?

Call: 0845 313 0024

online enquiry