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The Continuing March of Sole Trusteeship

The recently published Isio Professional Trustee Survey shows that whilst the number of new Chair and Co-Trustee appointments has remained fairly static over the last three years, the number of Sole Trustee appointments continues to rise year on year.

Of the firms offering Chair, Co-Trustee and Sole Trusteeship,  Pi continues to have the largest proportion of Sole Trustee appointments.  We believe that Sole Trusteeship has much to offer for many schemes, but to maximise the benefits requires a new way of thinking, rather than simply maintaining the regular quarterly Trustee meeting cycle.

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Finance Directors and CEOs, have limited time and wanted to know how we could make the best use of their time, resources and budget. This is why we have designed and implemented a Sole Trusteeship model that provides a framework for delivering a strategic vision for the scheme in conjunction with the employer; a transparent and proactive implementation of agreed objectives together with operational efficiency. This model is underpinned by our close partnerships with Knowa – to deliver award winning online governance, and with Guiide DB to provide access to a quality of financial advice which is often restricted to members of all but the largest DB schemes.

Embedding this operating model across our portfolio of Sole Trustee appointments enables us to generate economies of scale that we can then pass on to our clients by way of enhanced service delivery combined with competitive fees.

We believe that the trend towards Sole Trusteeship, as highlighted again in this year’s ISIO report, will accelerate, so we are continuing to invest in our services with a focus on the future challenges of end game planning, regulatory change, and of course, responding effectively to ever-changing market conditions.

Please get in touch enquiries@pipg.co.uk if you would like to know more about how to approach  Sole Trusteeship, appointing a sole trustee and how we can help you as a Finance Director, Pension Manager or CEO, set and achieve your objectives.

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Diversity

Diversity, Equity and Inclusion

Everyone has different needs, and we support this balance offering true flexibility in how our people manage their time and fully support part time working and a family friendly approach.

Communication

Communication

We believe in clear and transparent communication and create regular opportunities for internal communication. Our regular business updates and opportunities to input into the business ensures everyone feels part of the team and on the same page at Pi, ensuring our hybrid working model is effective regardless of where you are based.

Development

Development

Nurturing every Pi Person is important to us and we want to ensure everyone has the opportunity for continued professional development by providing the space to do this alongside client commitments. Everyone has an individual Personal Development Plan catered to them, whether they are on the start of their journey with Pi or those looking at ways to transition into the next stage of their careers.

Everyone has the opportunity for a regular development and progression review and everyone has ownership over their own development with input and guidance of senior member of the team where required.

We provide regular opportunities to share knowledge amongst our teams through Lunch Time Learn in sessions and actively encourage involvement and participation into this.

Culture

Culture

We are an open, friendly and supportive team who thrive in a flexible and autonomous environment. Our people are trusted to get on with things, adding value and individual contribution, whilst maintaining a good work life balance and ideally having fun along the way.

We want to ensure we cultivate our special culture and our focus is to maintain our exceptional engagement levels. We are proud to have been awarded the Sunday Times Best Place to Work for small businesses in 2023 and 2024, and also in 2025 after moving to the medium-sized business category.

Employee Owned

Employee Owned

Our employee ownership structure is central to our philosophy of making sure every Pi Person is part of our success story, contributing to how we run the business, and sharing in the profits. We know that being successful is not just down to numbers, it’s about our people who all contribute in their unique way to our success and creating a working environment where everyone has a voice.

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2nd Floor Tuition House, 27-37 St. George’s Road, Wimbledon, London, SW19 4EU

Email Us

enquiries@pipg.co.uk

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020 8879 6500

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our team

Amanda Burden

Director and Governance Specialist

Amanda is a Board Director of Pi Partnership Group and leads the development of Pi’s services. She works closely with clients, the Pi team and professional advisers to ensure all of Pi’s services meet the changing needs of the pension market and deliver clear value to Pi’s clients.

Amanda has over twenty-five years’ experience in the pensions industry and, as well as ensuring Pi’s services continue to meet the needs of our clients in a rapidly changing pension landscape, is also a member of Pi’s Executive Management Team. She provides specialist project management for clients on a range of services, including adviser selection and review, trustee board assessment and governance design.

As well as being a Fellow of the Pensions Management Institute (PMI) and Chair of the PMI London Group, Amanda holds PMI certificates in Pensions Automatic Enrolment and DC Governance, was a past Prince2 practitioner and is a Certified Risk Management Practitioner.

What do you most enjoy about your role:  Successfully delivering complex projects and creating a happy team environment.

Interests outside work: Travel, theatre and as part of Abundance London helping create beautiful spaces in urban settings.

Top achievement to date: Competing in the 2005/06 Round the World Clipper race.