Client feedback


Thanks for all your help!
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
​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
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
In any major corporate transaction, time is of the essence. PSGS's pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties.
David Wilman,
CFO at Survitec Group
Very professional and engaged service.
Danny Nussbaum,
HR Director, Volvo
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Pension trustee training

Keeping knowledge and understanding up to date is a must for 21st century trustees to meet Pensions Regulator requirements.

We are strong believers in the importance of effective, targeted training to improve pension trustee knowledge and understanding (TKU) and regularly run courses covering real life examples and topical pension issues as well as the Pensions Regulator’s (tPR) scope guidance.

Our courses include:

  • trustee knowledge & understanding for new pension trustees
  • core knowledge refresher sessions for more experienced pension trustees
  • training for the 21st century trustee - covering governance, strategic thinking & risk management and effective board dynamics
  • bespoke training for individual trustee boards - for example, ahead of an investment strategy review or pension scheme valuation

All of our training courses for pension trustees are interactive, with plenty of practical examples and opportunities for discussion and questions. Click here to see our latest course dates.

Trustee training tools

Our trustee training needs analysis highlights where knowledge gaps exist and additional training is required. Our pension trustee effectiveness self-assessment questionnaire helps you assess the structure and function of your trustee board, how well your trustee meetings work and the strength of your pension scheme governance arrangements.

From these we can build a specific trustee training plan or conduct a more in-depth trustee board effectiveness review to more fully meet tPR's 21st century trusteeship requirements.

You can learn more about or register for one of our trustee training course here. If you’d like to find out more about our trustee training tools or bespoke course, please contact us.

Speak direct to our specialist in this area

Picture of James Double independent trustee at PSIT

James Double

Head of Trusteeship

Or call us on:

0845 313 0024

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Trustee board effectiveness reviews

How effective is yours?

Pension trustee effectiveness self assessment

Download our free questionnaire to start your trustee board review now

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