Independent Trustee Services
Pi Pension Trustees is part of the Pi Partnership Group, an independent pension consultancy who provide specialist support to employers and trustee boards with pension funds or schemes. Our independent, professional trustees can offer specialist advice and knowledge to help trustee boards make informed decisions and deliver robust governance. We are members of the Association of Professional Pension Trustees (APPT) and are fully supportive of the new accreditation policy being promoted by the Pension Regulator and professional bodies.
The Accreditation of Professional Trustees
The Pension Regulator expects higher standards from professional trustees. The definition is designed to apply to individuals, whether or not incorporated, who acts as trustee in a business capacity acting as trustee on one or more unrelated schemes. The term independent trustee can also apply to trustees who are not professional trustees, for example, it is possible for a lay trustee to be an independent trustee.
The Pension Regulator is clear that they expect professional trustees to gain accreditation to show that they meet the standards, and we have been working closely as part of the APPT to develop the accreditation process.
Our team can advise you on the best course of action for your individual pension scheme needs. Contact us on 020 8879 6500 or enquiries@pipg.co.uk.
Our Trustee Services
Discover how Pi Pension Trustees can take the stress out of your organisations’ pension trusteeship needs. We combine the range of skills of our fellow trustees and wider team to meet our client’s needs in a highly effective way through an open collaborative approach, shared strategic objectives and by establishing effective working relationships with employers, pension regulators and advisers.
Chair of Trustee
The role of Chair of Trustee is pivotal to the operational success of a trustee board and has been clearly identified as part of the new trustee accreditation process as being central to meeting good governance standards. We act as Chair to a number of pension schemes and they have a number of common elements, such as providing leadership, strategic direction and efficient scheme management.
Sole Trustee
A sole trustee bears exactly the same fiduciary duties as a trustee board and can enable a pension scheme to be run more efficiently whilst maintaining robust governance processes. Discover the benefits of having a professional sole trustee such as board succession to enable existing trustees to retain regulation-compliant; to stay up to date with investment developments; and much more.
Interim appointments
For schemes who do not require an ongoing independent trustee, you can use our experienced Professional Pension Trustees to help support your trustee board through complex situations such as company restructure, valuations or detailed regulatory discussions. Find out more about interim trustee appointments at Pi Partnership.
Charity and non-pension trusteeship
With an increase in demand for professional trustees within the wider non-pension arena, we can provide trusteeships to a range of organisations where the benefits of strategic leadership, strengthening governance and other elements are still of increasing importance.
Find Out MoreSpecialist hand-picked team of experts
Meet some of the faces behind our company
Jenny Croxall
Jenny Croxall
Independent Trustee
Jenny graduated from Oxford University in 2001 with an MA in Mathematics and qualified as an Actuary in 2008. After 7 years as a Scheme Actuary working across a wide range of schemes and becoming involved in a number of complex funding negotiations and corporate restructures Jenny joined Mathieson Consulting Limited, the pensions on divorce specialists. Where her actuarial background enabled her to act as an expert witness to a wide range of cases.
Since 2016 Jenny has focused on providing Independent Trustee cases and is frequently appointed as a Sole Trustee where her technical background and collaborative manner delivers pragmatic and cost-effective scheme management.
As well as being a member of the Institute and Faculty of Actuaries, Jenny also holds the Award in Pension Trusteeship from the Pension Management Institute. And is a member of the Association of Professional Pension Trustees.
Sarah Marshall
Sarah Marshall
Independent Trustee
Sarah graduated from Oxford University in 2007 with a Master’s in Mathematics and qualified as an Actuary in 2011. Sarah now focuses on providing Independent Trustee services and acts as on several Defined Benefit and Defined Contribution schemes. Her combination of technical knowledge with a clear and concise manner adds value to a trustee board. She is frequently appointed as a Sole Trustee and has extensive experience of streamlined scheme management and working closely with the employer in this role. She has also developed member engagement programmes for Defined Contribution schemes, including holding Q & A sessions with the membership and increasing the visibility of the trustee role.
As well as being a member of the Institute and Faculty of Actuaries, Sarah also holds the Award in Pension Trusteeship from the Pension Management Institute. She is a member of the Association of Professional Pension Trustees and was previously a council member with responsibility for finance.
Nigel Hill
Nigel Hill
Independent Trustee
Nigel has worked in occupational pensions for over 40 years and for more than 25 years has been a professional trustee, either as a main board member, Chair, or as Sole Trustee. His appointments have also included specialist interim appointments to manage complex negotiations and mitigate existing conflicts of interest.
His experience ranges from ensuring a trustee board meets the necessary compliance requirements through to highly imaginative and creative problem-solving. He has also chaired schemes through buy-out and winding-up processes. His clients have been in the commercial, charity and public sector, so he is used to working with a range of employers and understands their commercial pressures.
Nigel is a Council Member of the Association of Professional Pension Trustees and Chair of their Sole Trustee sub-committee. He also holds the Award in Pension Trusteeship from the Pension Management Institute.
Chris Baker
Chris Baker
Trustee Support
Chris has an extensive knowledge of occupational pension schemes with over 15 years’ experience in the pensions industry. He provides support to a range of trustee boards including, governance and member engagement programmes. Prior to joining Pi Partnership in 2018, he was Secretary to the Trustees at UK Power Networks for four years, where he provided secretarial support to the Company’s two defined benefit pension schemes.
Chris has a background in benefits administration and has completed the Pension Regulator’s Trustee Toolkit. As well as working closely on more complex pension schemes with independent trustees, he also acts as a Shadow Trustee and as Chair of an administration sub-committee.
Sarah Jeffrey-Gray
Sarah Jeffrey-Gray
Independent Trustee
Sarah has acted as an independent trustee for over 20 years where her highly collaborative and pragmatic approach has made her a highly valued Chair of Trustees to a number of pension arrangements. She has expertise with DB, DC, and Death in Service schemes and has acted either as Chair or Sole trustee to over 60 schemes in her time as pension scheme trustee.
Sarah graduated in law from Cambridge University before qualifying as a solicitor. Initially engaged as a corporate lawyer, Sarah later specialised in pensions and trusteeship. This included developing an independent pension scheme trustee practice, most recently through the associated corporate trustee practice owned by Burges Salmon LLP. As well as acting as an independent trustee Sarah has also been involved with specialist trustee training and board effectiveness reviews. Until ceasing to practice as a solicitor in early 2016, she was a full member of the Association of Pensions Lawyers.
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