Pension Scheme and Trustee Secretary

Pi Consulting provides professional and expert pensions secretary and executive trustee services for your organisation. Our skilled pensions secretary will work alongside the trustee board and ensure the scheme is efficiently and professionally run. They will oversee and manage daily activities, as well as provide the necessary advice to maintain its effective governance.

Why do you need an independent trustee scheme pensions secretary?

A pensions secretary plays a pivotal role in ensuring good pension scheme governance.

Given the challenge for trustee boards to meet their compliance obligations, a good pension scheme secretary service helps develop a robust governance framework. Combining strong organisational skills with specific pension knowledge, scheme secretaries can help trustees not only meet best practice requirements but support the delivery of strategic objectives.

What can a trustee secretary do for you?

Meeting management

Pension trustee secretaries will enable trustees to focus and deliver the scheme objectives by ensuring meetings are focused on the preparation of agendas, compilation of meeting papers and briefing of advisers.

Specialist minute writing

Other trustee secretary services include the specialist preparation and issue of technical minutes (including actions and responsibilities).

Governance oversight and delivery

Delivering a robust governance framework through the design and maintenance of scheme events planner, annual business plan, conflicts of interest and effective risk management controls. These are also part of the comprehensive services a pension scheme secretary can offer.

Budget management

An experienced pension secretary is fully capable of supporting the Trustee Board in establishing and implementing a budget and invoice management system to deliver effective cost control.

Adviser and contract management

Independent monitoring of performance standards, contracts and service delivery of scheme advisers, as well as acting as a central contact point for all matters arising.

Specialist project management

Professional scheme secretary services can provide additional independent resources to support in-house pension teams for a variety of specialist projects including governance and risk management exercises.

Our pension scheme, trustee secretary services and fees are tailored to meet the specific needs of your trustee board and to support 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