Professional Independent Pension Consultants
Specialists in Trustee Executive Services to UK defined benefit and defined contribution pension schemes.
Pi Consulting provides a number of specialist Trustee Executive Services. We work closely with Trustee Boards and sponsoring Companies to design and implement 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 one of the UK’s leading master trusts.
We understand that running a pension scheme requires time, money and specialist knowledge. We undertake reviews of both in-house and outsourced administration pension teams to deliver bespoke adviser reviews and selection. Our trustee board effectiveness reviews and independent risk assessments bring together our knowledge as governance specialists and the experience of our Pi Trustee colleagues to deliver practical and innovative solutions. Choosing the right advisers ensures robust governance and provides peace of mind to trustees, employers and members. Our team of highly qualified and experienced individuals work closely with you to deliver the very highest standard of service and bring additional skills and a wealth of knowledge to help sponsoring employers and pension trustees achieve your pension scheme objectives.
Pension Scheme Adviser
Review and Selection
Assessing your existing pension scheme service advisers is a core element of an effective system of governance. Our pension review service can benchmark your current advisers, rectify current issues or 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.
Pension Scheme Secretary
Our outsourced pension managers and independent scheme secretaries work closely with trustee boards to help manage your pension scheme efficiently and cost effectively. All of the team are highly skilled in the production of complex minutes and are able to help develop a robust governance framework. Our service is bespoke to each client and whether this to act as pension manager, pension scheme secretary, provide full meeting management services or to supply additional resources to your in house pension team you can be assured of the very highest standards of service.
Trustee Board Governance
Our team of highly qualified and experienced pension scheme and risk management professionals work with trustee boards to deliver a bespoke Trustee Board Evaluation Service. We can 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 also undertake trustee board evaluations where we can help review the current board composition. Our service can include observed meetings and each evaluation is designed to meet your specific requirements and work with available resources to deliver pragmatic recommendations.