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Pensions Project
Management

Our unique trustee-led project management service helps you deliver change seamlessly

What we do

Whether you’re navigating a scheme merger, risk transfer transaction, or need support with day-to-day issues, our pensions project management service provides the structure and guidance that enables you to hit milestones and drive efficiencies.

Our project managers combine technical pensions expertise, a deep understanding of trustee governance frameworks and proven project delivery experience.

Flexible to the needs of your project and scheme, we slot into your current governance arrangements and work collaboratively with your wider team of stakeholders and advisers.

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Why IGG

Our approach is designed to fit the needs of the trustee board, empowering you to manage complex projects with confidence.

We implement a well-defined plan underpinned by streamlined processes, clear reporting frameworks and strategic decision-making frameworks
Our team controls the scope of work for the project, managing costs and driving delivery
Trustees are equipped with full visibility of progress and the right information to make effective decisions

Ask us more

1. What does project management mean in a pensions context?

Project management in a pensions context is about providing the structure, coordination and oversight needed to successfully deliver a project. Pension scheme change projects often involve multiple advisers, stakeholders, governance requirements and interconnected workstreams. Our team brings those elements together –ensuring activities remain aligned, risks are managed and projects progress efficiently towards their objectives. At IGG, we combine pensions expertise with project management expertise, helping trustees navigate complex projects with confidence.

2. Why is pensions project management different from generic project management?

Successful delivery of projects in a pensions environment requires more than project management expertise alone. It requires a deep understanding of how pension schemes operate, how trustee boards make decisions and how advisers interact throughout a project. Our pensions project management service combines technical pensions knowledge with project delivery expertise, ensuring projects are both well-managed and appropriately governed.

3. What makes IGG’s trustee-led approach to project management different?

Our approach is designed around the needs of the trustee board. We establish clear governance structures, reporting frameworks and decision gateways from the outset, ensuring trustees have visibility of progress and the information they need to make effective decisions. By managing day-to-day coordination and delivery activity, we allow trustees to focus on strategic priorities while maintaining confidence that projects remain on track.

4. How does IGG’s project management service support successful project delivery?

Our team acts as the central point of coordination across all stakeholders involved in a project. We bring together advisers, sponsors and trustees into a single delivery framework, ensuring activities are aligned, dependencies are understood and progress is maintained throughout the project lifecycle. IGG’s role is to create the structure, discipline and momentum needed to deliver successful outcomes for your project.

5. How does IGG’s project management service work alongside advisers?

Each adviser within the project remains responsible for their own specialist area and for delivering their own workstream. Our team complements this expertise by coordinating activity across all parties – ensuring that everyone is working towards the same objective and that dependencies between workstreams are identified and managed effectively. This allows advisers to focus on what they do best, while maintaining alignment across the wider project.

6. How does IGG’s project management service help trustees to focus on strategic decisions?

Change projects generate a significant amount of operational activity, stakeholder engagement and detailed decision-making. We manage this activity on behalf of the trustee, filtering operational detail and escalating key issues at the appropriate time. This allows trustees to focus on the strategic decisions that will have the greatest impact on the project and its outcomes.

7. How does IGG help to keep projects on track?

We continuously monitor progress against agreed plans, timelines and objectives, as well as identifying risks, managing dependencies, coordinating stakeholders and maintaining visibility across all workstreams. By providing proactive oversight and regular reporting, we help to ensure that projects continue moving forward efficiently and effectively.

8. How does IGG’s project management service support governance and decision-making?

Effective governance is fundamental to successful project delivery. Our service establishes clear reporting structures, decision-making frameworks and governance processes that align with trustee and sponsor requirements. This process ensures the right information reaches the right people at the right time, supporting efficient and informed decision-making throughout the project.

9. What types of projects can IGG support?

We support a wide range of pension scheme projects, including risk transfer transactions, endgame planning, scheme mergers, governance reviews, adviser transitions, rectification exercises and other complex change initiatives. Every project is different, which is why we tailor our service to the specific needs, objectives and governance requirements of each scheme.

10. What level of support is right for my scheme?

Our service is designed to be flexible. We can provide project guidance, project oversight, project support or full end-to-end project management, depending on the needs of the scheme and the complexity of the project. Whether you require strategic challenge, additional oversight or comprehensive delivery support, we can tailor our involvement to provide the most appropriate level of support for your scheme and needs.

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QUICK LINKS

ADDRESS

4th Floor Cannon Place
78 Cannon Street
London
EC4N 6HL

CONTACT

Independent Governance Group ("IGG") is the trading name of Ross Trustees Services Limited (07904277), Clarity Trustees Limited (12470917), Independent Trustee Limited (02473669), Independent Trustee Services Limited (02567540) and Leadenhall Independent Trustees Limited (02303944) all registered in England and Wales at the following address: 4th Floor Cannon Place, 78 Cannon Street, London EC4N 6HL.

The Independent Governance Group of companies also includes IC Select Limited (SC331180) registered in Scotland c/o DWF LLP, 103 Waterloo Street, Glasgow G2 7BW, as well as KGC Associates Limited (08202496) and Like Minds UK Limited (05579121) which are both registered in England and Wales at 4th Floor Cannon Place, 78 Cannon Street, London EC4N 6HL.

We are audited annually as set out in the Relevant Trustee Supplement to ICAEW AAF 02/07 to support our inclusion in the TPR’s Independent Trustee Register.

Pensions Project
Management

What we do

Whether you’re navigating a scheme merger, risk transfer transaction, or need support with day-to-day issues, our pensions project management service provides the structure and guidance that enables you to hit milestones and drive efficiencies.

Why IGG

Ask us more

Case studies

Move to DC master trust – good value for members and sponsor

Merging Defined Benefit Schemes

Our insights

Opening Doors to Careers in Pensions

From Holding Back to Leading: Our Journey as LGBTQ+ Professionals

IGG Leads Industry Friends to Scale Three Peaks

IGG Expands National Presence with Birmingham Hub Launch

Meet our experts

Stephanie Jenner

Samantha Waters

Greg Hunt

More ways we can help

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Pensions ProjectManagement

What we do

Whether you’re navigating a scheme merger, risk transfer transaction, or need support with day-to-day issues, our pensions project management service provides the structure and guidance that enables you to hit milestones and drive efficiencies.

Why IGG

Ask us more

Case studies

Our insights

Meet our experts

More ways we can help

Get our latest news and insights delivered straight to your inbox

SIGN UP

Pensions Project
Management