Pension Secretariat Services

Working closely with the Chair of Trustees, our experienced scheme secretaries provide support, structure and procedure so that all members of the trustee board are able to discharge their duties in an efficient and effective way. We can provide, minutes only, pensions manager support, through to fully outsourced pension secretariat services.

Carefully crafted agendas with appropriate papers (giving clear direction as to what decisions are required and by when), that are distributed well in advance, ensure that trustee and committee meetings can achieve results. Accurate minutes, high-quality record keeping and the follow-up of matters arising completes the circle.

Our knowledge of compliance and governance, teamed with our hands-on experience of developing best practice, helps us to deliver business plans, risk registers and the appropriate policies to ensure compliance with scheme rules and regulations.

Why outsource pension secretariat services?

Traditionally, a secretariat service for many pension trustee boards has been provided by in-house pension managers or finance managers. However, increasingly we are aware that they are finding it difficult to manage the conflicts between their responsibilities to their trustee boards and their roles as internal corporate managers.

We believe that a scheme secretary, who is free from conflict with other advisers, service providers and the sponsoring company, can provide a better service for trustee boards. This is particularly so during potentially difficult periods such as funding negotiations, covenant reviews and corporate activity.

An outsourced pension secretariat service can provide trustee boards with an entirely independent professional service, and consistently high service standards.

Inside Pensions is an independently owned company. We have no links with other pension advisory or financial service companies and therefore no conflicts of interest.


Pension manager support, outsourced secretariat service