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 generally 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 retire; 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
Tim Illston
Tim Illston
Based in the South West Tim has over 30 years’ experience in pension law and was previously a partner in the pensions team at Burges Salmon. Tim has provided legal advice to a number of pension scheme boards including QinetiQ pension scheme, Westland pension scheme, First UK Bus pension scheme and Inchcape Motors pension scheme. His extensive experience in all areas of pension law provided a strong foundation for his various Trustee appointments. Tim is a regular speaker at numerous seminars and investment conferences. At Pi Trustee Services he provides additional governance and trustee support across a variety of projects including our increasing Sole Trustee capability.
Tim is a member of the Association of Pension Lawyers Group; a Fellow of the Pensions Management Institute and a TPAS advisor.
Jenny Croxall
Jenny Croxall
Jenny graduated from Oxford University in 2001 with an MA in Mathematics and qualified as an actuary in 2008. Jenny started her actuarial career at Garvins (later Barnett Waddingham) before moving to Trigon Pensions Limited. There she helped to grow the actuarial team and took on the role of Scheme Actuary. In 2015 Jenny joined Mathieson Consulting Limited, pensions on divorce specialists, as actuary and expert witness to a wide range of cases. In 2016 Jenny joined Fairfield to return to a client facing role.
Jenny is based in Bromsgrove, Worcestershire. In her spare time Jenny enjoys days out with her young family, reading and going to the cinema.
Sarah Marshall
Sarah Marshall
Sarah graduated from Oxford University in 2007 with a Master’s in Mathematics and qualified as an actuary in 2011. Sarah joined Fairfield Pension Trustees Limited in 2015 to focus on Trusteeship and now acts as a Trustee on a number of DB and DC Schemes. Sarah combines her technical knowledge and pension experience with a clear and concise manner that adds value to any Trustee Board. Her experience includes acting as a Sole Trustee where her focus is on efficient scheme management and delivering the best member outcomes.
Based in Bromsgrove, Worcestershire, Sarah enjoys spending time with her family and friends, seeing comedy shows and church bell ringing. Her black Labrador-Greyhound makes sure she stays fit.
Maggie Stoker
Maggie Stoker
Independent Trustee
Maggie is an experienced Trustee in the pension and charitable sectors and has a background in investment management. As an asset manager she has wide-ranging experience running institutional pension client portfolios, after leaving asset management, she established a successful training consultancy to provide investment training to a variety of investment and business professionals. Clients included government departments, regulators, central banks and most of the investment firms in the UK and overseas, as well as administrators and data providers.
Experience that combines investments and training is especially valuable as a member of a Trustee Board whether considering asset allocation, manager selection or de-risking strategies, including LDI.
A leading committee member for over 20 years on the IIMR Investment Management Certificate Exam Panel and Examinations Committee. Maggie is a Fellow of the Society of Investment Professionals (FSIP), a member of the Chartered Financial Analysts’ Institute UK, the APPT and the Pensions Management Institute.
Nigel Hill
Nigel Hill
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 has the Award in Pension Trusteeship from the Pension Management Institute. He will often be found keeping the score at cricket matches or watching his favourite rugby team getting beaten.
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