Scheme Secretary

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

Why have an independent Trustee Scheme Secretary?

Pension scheme trustees play a pivotal role in ensuring good pension scheme governance. It is vital to maintain momentum to make sure all special projects and regular tasks are completed as efficiently as possible.

Given the challenge for Trustee Boards to meet their compliance obligations, a good secretary service can help develop a robust governance framework. Combining strong organisational skills with pensions knowledge, scheme secretaries can 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

Providing 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 resources 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 enquiries@pipg.co.uk.