Secretarial services
With so many demands on pension scheme trustees’ time, and the increasing focus on potential conflicts of interest, many employers and trustee bodies are now choosing to outsource the trustee secretarial role.
By appointing Punter Southall Secretarial Services as an independent secretary to the trustees, pension scheme trustees are able to concentrate on the important issues. Even with a limited trustee resource, they can feel confident their pension scheme is well managed and full audit trails are maintained.

Our highly trained and experienced pensions professionals provide both peace of mind and high quality operational support. We know what makes a difference, identify and mitigate key risk areas and find pragmatic solutions.
 

 Overview

 
We focus on delivering value and meeting governance requirements by:
  • supporting effective pension scheme trustee decision making
  • helping trustees develop best practice governance
  • strengthening the trustee relationship with scheme members
  • helping build a strong trustee board
Each client is unique so we tailor our services to meet the needs of each scheme. Whether you simply want us to organise and attend trustee meetings and issue minutes, or need a full secretarial package, our specialist team can help.
 
We work with a wide range of pension schemes across the country, either on a stand-alone basis or as part of a wider client relationship.
 

 Insights and views

 
 

 Events

 
    Speak to us
    Speak direct to our specialists in this area
    Tina James
    Principal, Wokingham
    Email Tina
    Or call us on
    020 7839 8600