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Executive Trustee Services

Delivering independent Executive Trustee Services to UK Defined Benefit and Defined Contribution pension schemes.

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Governance and Scheme
Secretary Specialists

Pi Partnership’s  experienced governance and secretariat team work closely with Trustee Boards and sponsoring Companies to design, implement and deliver a wide range of governance services. We are one of the leading providers in the UK of independent pension scheme secretaries, currently delivering this service to 25 pension schemes totaling over £13bn of assets including major financial institutions and a leading Master Trust.

We understand that running a pension scheme requires time, money and specialist knowledge.  Our independence enables us to undertake reviews of both in-house and outsourced administration pension teams to deliver bespoke adviser reviews and selection  free of any conflicts of interest or commercial sensitivities. Our trustee board effectiveness reviews combine our experience as governance specialists and trustees to deliver practical and innovative solutions.  

> Contact us online today to get started or call us on 020 8879 6500

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Our Independent Executive Trustee Services

Pension Scheme Adviser Review and Selection

Assessing your existing pension scheme advisers is central to running a scheme efficiently and is a core element of an effective system of governance.

Our pension review service can benchmark your current advisers, rectify current issues and, where appropriate, help you select a new adviser.

We can reduce the time required by the Trustee Board and provide a robust audit trail that complements your existing risk management framework.   Our contract review service helps trustees to agree scope and set clear objectives with Key Performance Indicators that will not only support the delivery of an effective service but will clearly demonstrate value for money.
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Independent Pension Managers and Scheme Secretaries

We make sure trustees can focus on the role of trusteeship, secure in the knowledge that all operational requirements are being met in a timely and cost effective manner.

Our service is bespoke to each client and whether we are your pension manager or pension scheme secretary, we can supply additional resources to your in-house pension team to support the delivery of specialist projects or deliver ongoing support for meetings.

Our team includes highly skilled individuals able to work as part of team and produce complex minutes in a timely and professional manner.
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Trustee Board Governance Reviews

We provide an independent assessment of all aspects of a governance framework. This includes reviewing existing governance processes and the use of committees and working groups to aid informed and efficient decision making.

We can also review the current board composition, support the latest TPR guidance on EDI or help develop a robust MND selection process.

Our service can include observed meetings and each evaluation is designed to meet your specific requirements and work with available resources to deliver pragmatic and practical recommendations.
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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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Visit Us

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

Email Us

enquiries@pipg.co.uk

Call Us

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.