Client feedback


The Trustee training was very interactive and the presenters were engaging - thank you.
Nick Marsh,
Comet Pension Scheme
Highly informative. Having leading professionals deliver the TKU course really adds value.
Jonathan Williams ,
Bangor University
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
​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
The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.
Jean-Paul Gobel,
Heerema
The team provide an excellent service with practical and commercial input that we have not found with anyone else.
Mark Culwick
image for Healthcare trust services | Employee medical benefits | Healthcare benefit trust

Healthcare trust services

Like trust-based pension schemes, healthcare trusts require effective governance and management. The trustees play a critical role.

Increasingly, large employers are moving from private medical insurance to providing employee healthcare benefits via a medical trust. The benefits of this approach can include:

  • balancing exposure to cost and risk
  • achieving cost savings
  • tailored benefit limits and exclusions
  • more flexible claims management
  • smoother funding with drip fed contributions
  • greater versatility in care approaches
Effective management of healthcare trust ‘pain points’

Managing employee healthcare claims can be complicated with queries and complaints commonplace. Appointing an independent trustee to manage your healthcare benefit trust helps distance your HR team from these tense, difficult and potentially time consuming situations.

Other reasons to appoint an expert independent trustee to your employee medical benefits trust include:

  • enabling the employer to make cleaner decisions on other employee issues
  • benefitting from our detailed understanding of practical risk management and scheme funding
  • strengthening governance through our expertise & best practice knowledge
  • using our investment expertise to help maximise value of surplus
  • ensuring effective communication with beneficiaries at what can be a difficult time
  • more efficient claims management driven by greater experience
  • achieving better value and better quality services from others providing services to your employee healthcare trust

Watch 'Healthcare & medical trust governance' on Vimeo

A complete healthcare trust service

By dovetailing our ready-made independent trustee solution with your healthcare adviser’s consultancy services, we can create a tailored solution to meet your particular requirements. As a result, you benefit from the extensive knowledge and experience of both a leading professional trustee firm and your specialist healthcare adviser.

Our professional healthcare trustee service is provided on a fixed fee basis - only management of escalated benefit queries and disputed claims fall outside.

Contact us to find out how we can remove the hassle of managing your employee medical benefit trust or download our service flyer.

Speak direct to our specialist in this area

Picture of Kevin Clark independent trustee at PSIT

Kevin Clark

Director of Business Development

Or call us on:

0845 313 0024

Read more

Healthcare & medical trust governance service flyer

A flexible, practical and cost effective solution

Hot topic

We’re all professionals, right?

PSGS case study

How a leading commercial bank benefits from using a healthcare trust

Legal & governance

Achieving efficiencies across multiple pension schemes

Outsourcing

Benefiting from outsourced pensions management


Call: 0845 313 0024

online enquiry