Professional Trustee Services UK

Providing Professional Trustee Services UK You Can Trust

Our team at Pi Partnership specialise in providing companies with professional trustee services UK tailored for a diverse range of pension schemes. Our independent trustees are highly qualified and experienced in providing governance, compliance, and strategic oversight to Defined Benefit (DB), Defined Contribution (DC) pension schemes throughout the UK.

With 25 years of industry experience, Pi Partnership offers independent trustee solutions designed to ensure your pension scheme is managed with the highest standards of professionalism. We navigate the complex regulatory landscape with precision and care to help achieve the scheme’s objectives.

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What Are Professional Trustee Services UK?

Professional trustee services UK involve appointing dedicated, expert individuals to serve as trustees on pension scheme boards. Professional trustees provide specialist knowledge to ensure the scheme operates efficiently, complies fully with The Pensions Regulator (TPR) guidelines, and protects member benefits. They must be an accredited member of either the Association of Professional Pensions Trustees (APPT) or the Pensions Management Institute (PMI).

Unlike employer-appointed trustees, professional trustees have no conflicts of interest, enabling objective decision-making. Their role can add value in  delivering good governance, managing risks, and fostering transparency within pension schemes.

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

The Advantage Of Professional Trustee Services UK

An increasing number of companies are discovering the benefits of utilising professional trustee services UK for their pension schemes. Here are just a few ways a professional trustee can be advantageous for you.

Objective and Conflict-Free Oversight

They provide an unbiased perspective, free from conflicts of interest, ensuring decisions are made fairly and transparently.

Specialist Expertise

As the needs of a pension scheme evolve, our trustees can add their experience from preparing for buyout, developing a strategy for run-on or helping position the various emerging consolidator models. We can help review the potential for a CDC plan, or support the developments in the Defined Contribution (DC) arena with backgrounds in data analysis and member engagement.

Regulatory Compliance and Risk Management

We help schemes stay compliant with evolving legislation, including TPR’s Code of Practice, while identifying and managing funding, investment, and operational risks.

Cost Management

Helping to manage budgets and control the scope of advice to ensure that the advisers are clearly adding value is one of the key reasons why a professional trustee is appointed. With increasingly complex projects, having a professional trustee who understands the project requirements and works across advisers means that they can ensure that adviser costs are fair within the wider market and are able to challenge in a constructive manner to drive efficiencies

Our Professional Trustee Services UK

At Pi Partnership, we provide a full suite of professional trustee services customised to meet the needs of UK pension schemes:

Professional Trustee Services UK From Pi Partnership

Pi Partnership is a trusted provider of professional trustee services to pension schemes across the UK. Our reputation is built on:

  • Extensive Industry Experience: Over two decades of successfully managing pension schemes across sectors.
  • Multidisciplinary Expertise: Our team includes pensions lawyers, actuaries, investment experts, and governance specialists.
  • Impartiality and Independence: As an employee owned organisation we have no conflicts of interest and operate with full transparency.
  • Collaborative Approach: We work closely with sponsors, trustees, administrators, and advisers to deliver practical governance solutions.
  • Regulatory Excellence: We maintain up-to-date knowledge of pension legislation and regulatory changes, ensuring schemes remain compliant and future-ready.

Get in Touch For Professional Trustee Services UK

If you are seeking expert professional trustee services for your UK pension scheme, Pi Partnership is here to help. Contact us today to discuss how we can support your scheme with impartial governance and strategic guidance.

Not all pension schemes need the continuous involvement of a professional pension trustee. A temporary appointment may be suitable when there are particular conflicts or specialised knowledge needed. You can utilise our expertise on a short-term basis to assist your trustee board in navigating a range of complex situations, including sponsor negotiations, corporate restructuring, valuations, or in-depth discussions with regulators. An interim appointment can be a cost-efficient method for effectively addressing challenging pension-related issues.

Our Range Of Trustee Services

Pension Scheme Adviser Selection

As part of your governance strategy, we help assess your current advisers and where necessary help select a new pension scheme adviser.

Pension Scheme Secretary

With access to a pension scheme secretary and an independent pension scheme manager, our experienced team of pension professionals can support your Trustee board accordingly.

Trustee Board Governance

Trustee Board governance needs trustees with experience, supported by a robust governance framework. We provide an independent assessment of the Trustee Board to help integrate development plans.

Chair Of Trustee Services

We believe it is important, as Chair of Trustee, to always be accessible and available, which is why we make sure our trustees have the time and support required to meet the needs of the Scheme, whatever may arise.

Sole Trustee Service

Our Sole Trustee service helps our clients manage their pension schemes compliantly and cost-effectively. Having provided sole trusteeship services for over 20 years, we are seeing the demand for our expertise increase across all sectors.

Endgame Solutions

To deliver a successful endgame solution for your pension scheme, we bring together the pension trustee perspective and responsibilities with independent project management and procurement teams. Whichever route you choose we can support you in integrating new governance frameworks.
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.

Visit Us

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

Email Us

enquiries@pipg.co.uk

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.