Pi Consulting can provide a professional and bespoke trustee pension secretary service for your scheme.
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.
Preparation of agendas and backing papers, including simple but comprehensive notes on each agenda point.
Preparation and issue of agreed minutes (including actions and responsibilities).
Providing support through the design and maintenance of a scheme events planner, annual business plan, conflicts of interest and risk management controls.
Supporting the Trustee Board with monitoring and reporting.
Independent monitoring of performance standards and service delivery for scheme advisers, as well as acting as a central contact point.
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.
Telling people you work in pensions used to be the quickest way to clear a room. Now people can’t wait to tell you what they think – not always an improvement!
Our May seminar brings together our thoughts on the challenges facing us as trustees, distils what advisers and regulators are telling us and ensures we always have something to chat about with taxi drivers.
These are some of the topics that have driven our thinking as a firm and as individuals:
….and we may even manage not to mention the “B” word?
Even within one firm there are differing points of view, so please join us for a debate on the challenges faced by individuals and firms.