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
“​I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
Bruce Allison,
RTUK
“Excellent service - as expected and why PSGS was chosen.”
Stuart Barker ,
Independent Occupational Pensions Consultant, RSPCA
“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 learnt more than I expected to at the trustee training course. A good introduction to the trustee role.”
Rob Hartley,
RSPCA
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
Sally-Anne Borrill,
T-Systems
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Professional pension trustees

Whether you are looking to appoint an independent trustee to be part of a pension trustee board or to act as sole corporate trustee, you need to feel some real chemistry with the person you choose and be confident the pension trustee company's approach suits your style of working.


We act for DB and DC pension schemes as:

Case study

We were appointed as Chair of the Grisewood & Dempsey scheme. The most recent valuation showed a 51% funding level with a £5.3million deficit. Combined with a weak employer covenant, this represented a significant challenge to the trustees and sponsor.

We provided professional guidance and support to our co-trustees, enabling strategic decisions to be taken that have ensured the scheme’s funding position has been well managed and the point of wind up has been reached. In particular, we helped the trustees:

  • negotiate appropriate contributions
  • change investment strategy to reduce volatility and better match insurer portfolios
  • select the best advisers
  • choose the right consultant to negotiate the best buy out terms

Read the full case study

There are many reasons why you might appoint a professional pension trustee, so it is important you find the pension trustee company that offers the right skills and expertise for your particular scheme and situation. As well as those that are particular to you and your pension scheme, key factors to consider include:

  • experience
  • qualifications
  • commitment to professional standards
  • degree of independence
  • strength of the back up team
  • availability
  • credibility

Our reputation has been built on excellent client service. We build long-term relationships and have an open and constructive style of working to help our clients meet the challenges they face and achieve the goals they have set for their scheme.

In many cases, our role as professional independent trustee is to:

  • effectively manage the often complex relationships involved in running the pension scheme - making balanced judgments, and using influence and commerciality where appropriate
  • pass on the value of our experience to our co-trustees - helping them to develop
  • provide a positive contribution to pension scheme governance and risk management - developing processes and solving problems to improve member outcomes

If you are considering appointing an independent pension trustee for the first time or are reviewing your current professional trustee appointment, why not find out more about the benefits of working with PSGS?

Speak direct to our specialist in this area
Picture of James Double independent trustee at PSIT

James Double

Head of Trusteeship
Email James
Or call us on:

0845 313 0024

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