Pi Partnership x PMI: Elevating Pension Scheme Governance Expertise

We believe a well-governed pensions industry is a fundamental pillar of society to ensure secure incomes in retirement are available to an engaged and well-informed membership. This is why we are proud to be working with the Pension Management Institute as their Insight Partner for Governance.

We see governance as being at the heart of all of our services, whether that be professional trusteeship, independent scheme secretary or governance specialist. As an employee-owned organisation, every member of the team takes pride in developing long term relationships and is confident in our ability to make the lives of our clients that little bit easier.

Providing expert support whatever challenges may arise and delivering the very highest standard of service is central to our ethos as an independent company. A big part of maintaining this expertise is working closely with the PMI to ensure our team undertake and maintain the very highest levels of qualifications.

Trustee Executive Services

Professional Trusteeship

Endgame Solutions

Brands That We Work With

“We appointed Pi to lead us through the process to select and appoint a new third party administrator for our closed DB pension scheme. Pi quickly understood the Trustee’s brief and led the project in a professional and friendly manner, liaising with all the parties involved, providing valuable advice and giving us the benefit of their experience in this field. They helped us set realistic deadlines and ensured that all were met. This left us keen to keep Pi on board during the transition to our chosen new provider and beyond. We are happy to recommend Pi to other Trustee boards and would use them again.”

“As scheme secretary, Nav adds value not just by understanding the requirements of the Company and Trustee, but also by helping us find common ground. She ensures the advisers work together to achieve the agreed objectives in an efficient and cost effective manner. Every member of the Pi team is not just knowledgeable but approachable, and able to adapt quickly to changing priorities.”

“Pi’s market knowledge and ability to understand your specific requirements, adds value to all stages of an adviser procurement process, as well as minimising the time and input required from the Trustee Board. Their analysis is clear and well thought through, which all leads to recommendations that are relevant and understandable.”

“Since their appointment, Pi Pension Trustees have worked collaboratively with all stakeholders to deliver the changes necessary to run our pension scheme proactively and efficiently whilst also providing excellent value for money”

"Having Pi as a professional trustee has added real value over what has been a challenging time for all businesses. Paul has added value to our Board of Trustees by providing us with high quality, strategic advice and obviously understands and cares about the pension scheme and its members. "

“Having Jenny as a professional trustee has not just given us peace of mind as a company, it has also added high quality, strategic guidance to the operation of our pension scheme as she understands and really cares about our values as a company.”

"PI provides Currie & Brown with secretariat and independent trustee services. We find their service to be highly professional and efficient, showing a genuinely willingness to partner with us and find pragmatic solutions where challenges have arisen”

"We have worked with Roger Cooper and the team at Pi Partnership for a number of years. The relationship is extremely strong based on trust and working together to help both our Trustee Boards and the sponsoring employers navigate the demands of operating the pension plans."

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