Professional Independent Pension Trustees
Independent Pension Trustee Services designed to meet the challenges of 21st Century trusteeship
Pi Pension Trustees is part of the Pi Partnership Group, providing independent trustee services for over 20 years to both defined benefit and defined contribution schemes. Our professional independent trustees offer specialist support to help trustee boards make informed decisions and deliver robust governance.
As members of the Association of Professional Pension Trustees (APPT), we combine our trustee expertise with that of our colleagues in Pi Consulting to deliver all aspects of scheme management.
Pension scheme governance is becoming increasingly complex which is why pension schemes and companies require support with scheme management, trustee efficiency and technical knowledge. A professional independent pension trustee can support trustee boards with specialist pension expertise, engage the scheme’s advisers to manage budgets effectively, support informed decision making and add value to negotiations. We believe it is part of our role to build strong relationships with our co-trustees, the scheme sponsor and the scheme advisers. This not only makes the management of the pension scheme more efficient it also controls costs. Our independent pension trustees will bring a strategic focus to the Trustee Board to agree and deliver an effective strategic business plan to meet the pension scheme objectives. Whilst the majority of our appointments are on an ongoing basis not every pension scheme requires the expertise of a full-time independent trustee.
A short-term independent trustee appointment can be the right choice when there are specific areas of conflict or specialist knowledge required. You can access our experience on an interim term basis to help support your trustee board through a variety of complex situations – such as sponsor negotiations, company restructure, valuations or detailed Regulator discussions. An interim appointment can be a smart, cost-effective way to deal with difficult pensions situations effectively. Your pension trustee board won’t have to carry the burden and responsibility of managing challenging pension issues without relevant support and expertise.
Whatever type of trustee appointment you choose our internal governance practices are codified in a set of Statement of Practices (SOPs). These cover a range of areas from client service standards through to time recording and business continuity, which set the structure for quality assurance. Copies are available on request.
As an employee owned organisation we understand the need to ensure our services are designed to be cost-effective and deliver robust trustee governance. Whether you are looking to appoint us as Chair, co-trustee or as Sole Trustee, we will assign an experienced lead trustee supported by a second trustee to provide peer review and keyman cover as part of our internal governance requirements.
Chair Of Trustee
The role of Chair of Trustee is pivotal to the operational success of a trustee board and is essential to delivering good pension scheme governance.
Our pension trustees act as Chair to a number of pension schemes where we provide leadership and expertise.
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, including board succession management, ensuring your pension scheme is regulation-compliant, delivering cost efficiencies and specialist technical knowledge.
Healthcare and Employee Benefit Trusts
With an increased demand for professional trustees within the wider non-pension arena, we can provide professional trustee services to both Healthcare and Employee Benefit Trusts to a range of organisations. As the use of these trusts by individual employers continues to increase the benefits of robust governance and strong financial management is becoming more and more important.