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Pension trustee advisers

Providing the full range of support & services you need

Services for pension trustees

Guidance to meet your trustee responsibilities

As a pension trustee, you face a variety of pressures, obligations and duties, but we’re here to help.

Keeping pace with complex investment strategies, liability management, administration challenges, and the seemingly constant legal and regulatory changes. We can support you to satisfy all these demands.

Most importantly, we can help you fulfil your duty to meet pension promises, improve member outcomes and safeguard your members’ pension benefits for their retirement.

Covering all your needs

To provide this comprehensive support, we offer a Partner-led integrated service offering designed to add real value. If the help you need isn’t listed here, you can call on our full breadth of expertise to achieve your objectives.

PB Financial Planning is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority. FCA Registration 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc. Registered Office address is 1 Bracknell Beeches Old Bracknell Lane Bracknell RG12 7BW. Registered Number 04298592.

How we help you and your pension scheme


  • Statutory audit
  • Full or bespoke compliance reviews
  • AAF certification for Master Trusts (Master Trust Assurance)
  • Defined contribution (DC) Governance advice


  • Governance structure and effectiveness reviews
  • Trustee skills workshops
  • Risk management review and design
  • Trustee training (TKU)
  • Trustee succession planning
  • Forensic accounting services for disputes, litigation and fraud
  • Mediation services

Finance and administration

  • Internal control reviews
  • IT due diligence for in-house or provider platforms and software
  • IT system consultancy and project management
  • Data quality audits
  • Outsourcing – accounting and finance, company secretarial and pensioner payroll
  • Resource provision for fixed term secondments or special projects
  • Tax compliance (including VAT) and advisory services including international taxation and assistance with opening new overseas markets
  • Communications – design services and strategy advice


  • Investment consultancy
  • Investment management
  • Treasury management
  • Foreign exchange services
  • Section 179 audits for Pension Protection Fund levy valuations


  • Employer covenant services
  • Liability management consultancy
  • Captive insurance services – for example, for longevity hedging
  • Scheme wind-up services

Only 1% of pension scheme members understand the full range of options available to them on retirement. Find out more

Download our research into members' views

Earlier in 2016 we commissioned Ipsos Mori to conduct research into the views, needs and preferences of pension scheme members.

The research covered four topical themes – communications & engagement, value for members, education & advice and responsible investment.

The report has had coverage in publications such as The Money Observer, Pensions Age, Employee Benefits and The Actuary.


Download the report.

...of pension scheme members don't know what type of scheme they are a member of. Find out more

Download our services for pension trustees brochure

To find out more about our pension trustee services you can download our brochure.

You can also get in touch with us by calling 0800 434 6460.


Download brochure

Get in touch.

Call us for free or submit your enquiry online