Client feedback


Thanks for all your help!
Wish I'd had the opportunity to do the Trustee training course sooner!
Stuart Atkins,
Raleigh UK Ltd
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
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
When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.
​They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.
Paul Rudd,
Express Newspapers
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

Or call us on:

0845 313 0024

Read more

Hot topic

Helping members up against the grim reaper

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