How to successfully communicate with trustees and pension funds

clock • 1 min read

Professional Pension has surveyed scheme trustees and managers about how they prefer to be communicated with. This is what they said...

Communicating with pension schemes is not easy.

First, there are a vast number of such schemes to communicate with, making any such communication difficult. Second, the trustees responsible for the governance of many such schemes conduct their duties largely on a part-time basis, meaning they have limited time in which to engage with their service providers and any marketing communications those providers produce.

As a direct result of this challenge, Professional Pensions decided to survey scheme trustees and managers about how they preferred to be communicated with - using our weekly Pensions Buzz survey to garner responses over the past 12 months.

As part of this study, we looked at a number of different areas - including top tips for winning beauty parades; what trustees and scheme managers believe makes for great customer service in the institutional pensions market; how best to communicate with trustees and managers; and how scheme approaches to corporate hospitality differ.

We hope you find our snapshot research useful - should you have any feedback, or suggestions for questions we should include in future research, please let us know.

Download the full report here.

More on Industry

Professional Pensions: Stories of the week

Professional Pensions: Stories of the week

Gallagher acquires First Actuarial, PPF Purple Book, TPT appoints external advisers for DB superfund

Professional Pensions
clock 05 December 2025 • 1 min read
Salary sacrifice change to 'hit' more than three million workers

Salary sacrifice change to 'hit' more than three million workers

Government releases impact assessment

Jen Frost
clock 05 December 2025 • 2 min read
News Digest: Civil Service Pension Scheme transfer - Capita says it has fixed 'teething problems'

News Digest: Civil Service Pension Scheme transfer - Capita says it has fixed 'teething problems'

PP brings together all the latest news on pensions from across the national and financial media

Professional Pensions
clock 05 December 2025 • 1 min read
Trustpilot