Welcome to APPT

Welcome to the website of the Association of Professional Pension Trustees (APPT).   The APPT is a new Company that

Rodney Jagelman, Chairman

Rodney Jagelman, Chairman

replaced IPTG (Independent Pension Trustee Group) in 2012. Its aims are to:

  • encourage and promote the highest professional standards in those who practise as professional pension trustees
  • promote the role of professional trustees.

The close relationship established by the IPTG with PMI (the Pensions Management Institute) has been maintained through a formal agreement.

Following a recent election ballot, the Council members of APPT from 1 July 2013 are:

  • Rodney Jagelman (Chair)
  • Claire Altman
  • Michael Burgess
  • John Kempster
  • Ian Pittaway
  • Peter Thompson

The Council would like to place on record their gratitude for the work and support provided by the outgoing Council members, Ross Russell, Ian Egglenden and Robert Matthews during the transition from the IPTG.

The APPT provides its members with the opportunity to meet and discuss topical issues in informal settings through their successful dinners kindly hosted by businesses keen to engage with professional trustees. We also arrange events where leading professionals from the world of pensions can update members on current developments and trustees can share their experiences and concerns. Please see our “Events” section for more information of forthcoming events arranged by the APPT.

The APPT Council reviews TPR/DWP consultation documents and invites comments from members before responding on behalf of the APPT as a whole. Details of our recent responses can be found under the “Consultation Responses” section.

The APPT also aims to have a high profile within the pensions industry. It is where corporate entities and trustee boards should turn when considering the appointment of a professional trustee. We have prepared a buyers guide for those looking to appoint a professional trustee. APPT GUIDE