Scheme Secretary

Pi Consulting can provide a professional and bespoke trustee pension secretary service for your scheme.

Why have an independent Trustee Scheme Secretary?

Typically, pension scheme trustees will only meet once every three months so it is vital to maintain any momentum to make sure all special projects and regular tasks are completed as efficiently as possible before the next meeting. A scheme secretary plays a pivotal role in ensuring good pension scheme governance.

Sometimes the role of the trustee secretary is all about managing meetings and taking minutes. In practice it is often much more than that and we regularly assist Trustee Boards by supplying independent scheme secretaries as a result of changing demands on internal resources. Given the challenge for Trustee Boards to meet their compliance obligations, a good secretariat service can help develop a robust governance framework. A good pensions secretary will combine strong organisational skills with pensions knowledge to help trustees meet best practice requirements.

What can a Trustee Secretary do for you?

  • Agenda planning – preparation of agendas and backing papers, including simple but comprehensive notes on each agenda point
  • Minute production – preparation and issue of agreed minutes (including actions and responsibilities)
  • Governance support – through the design and maintenance of a scheme events planner, annual business plan, conflicts of interest and risk management controls
  • Budget control – supporting the Trustee Board with monitoring and reporting
  • Adviser management – independent monitoring of performance standards and service delivery for scheme advisers, as well as acting as a central contact point
  • Project management – additional independent resource available for specific, non-standard exercises with pension scheme/risk management

Our service and fees are tailored to meet the specific needs of your Trustee Board and work with existing resources. Our team are ready and waiting to help with your pensions secretary needs.

Have a question? Contact us on 020 8879 6500 or