PTL can provide efficient and cost-effective trustee secretarial services, ensuring that your pension scheme governance complies with legislation and best practice.

Our trustee secretarial service spans core functions – relating to trustee and employer meetings – and can extend to broader scheme management and governance work. Our team is skilled at ensuring that meetings are fully prepared for and run smoothly, action points are efficiently completed and scheme calendars adhered to.


Appointing PTL as secretary to the trustees will ensure that:

  • Governance is compliant and meets up-to-date standards of best practice
  • Meeting schedules are efficiently arranged and communicated
  • Agendas are produced in good time and action points diligently followed up
  • Accurate minutes are produced and decisions recorded
  • There is a single point of contact for efficient liaison between stakeholders