Professional independent pension trustees

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.

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