Having the right resource and expertise in place to meet the demands of modern pension trusteeship is critical. The scheme secretary is central to effective scheme governance. An experienced, highly-organised secretarial function enables trustees to focus on the strategic issues, ensuring time is allocated for decision making rather than administrative tasks.

Our skilled team can provide Scheme Secretarial services on a standalone basis or as part of a comprehensive package that includes Professional Trusteeship or outsourced Pensions Manager services. We can offer a Strategic Scheme Secretary and/or a more operational Scheme Secretary.

We work flexibly to support a wide range of clients, both defined benefit and defined contribution schemes including DC Master Trusts.

Our secretarial team has the experience and knowledge to fully understand pensions issues. 18 Scheme Secretaries with nearly 200 years’ combined experience as Scheme Secretary ensures the right person for the right job at the right cost.

Further Information

Scheme Secretariat services


Scheme Secretary does not do justice to [ ]’s contribution to our Board of Trustees. Their actuarial expertise and leadership helped raise the bar for us in terms of operational effectiveness and strategic focus – the individual is a trusted adviser in whom I could confide in confidently.

Chair of Trustees, Large Defined Benefit Scheme


Manpreet Sohal

Trustee Director

M  +44 (0)7760 882 793  /   Email me