Our ethos is to provide a
first-rate, personal service to trustees and employers of smaller pension schemes
Our values
Commitment to our clients
Our Clients are at the heart of everything we do; without them, we would not have a business.
Trustees and employers are bombarded with the potential ramifications of both proposed and newly-implemented items of pensions legislation. Keeping up is a full-time job and, for those not in the industry and with a full-time job running a business, the problem is all the more daunting. Larger companies and schemes may employ an internal pensions manager but this is likely not to be viable for smaller schemes, which is where we can help.
Our ethos is to provide a first-rate, personal service to trustees and sponsoring employers of occupational pension schemes, most particularly those schemes with fewer than 1,500 members. We can act as your own “in house” pensions manager – but without the costs normally associated with such a role. We believe that this commitment will lead to our fully understanding your goals and so building a long-term relationship with you, based on mutual trust and respect.
Commitment to our staff
Our staff are the key to ensuring that we satisfy our Clients. We embrace the principles of Diversity, Equity and Inclusion in both recruitment and development, so that every employee can feel respected and valued and be helped and encouraged to develop their full potential.
We have a study support policy for those studying for relevant professional examinations, covering study leave, company payment for courses and exams and financial incentives for passing exams.
Commitment to quality and professionalism
We are proud to be accredited under the Quality Assurance Scheme of the Institute and Faculty of Actuaries and believe that this demonstrates our culture of continuous improvement.
We see the accreditation as a landmark on our journey of improvement – but not as the final stop. We welcome feedback from Clients – whether it be positive or negative – to help us to progress on that journey.
Commitment to the environment
We have retained work practices that were, initially, necessitated by Covid in order to reduce our carbon footprint. Staff work remotely where possible and we conduct the majority of meetings virtually by video, minimising the need for travel. We also produce and distribute most of our documents electronically, so reducing our use of paper.
Our People
Our values
Our services
What's new
The Chancellor’s Mansion House speech – and associated consultations
In a speech at Mansion House on 10 July, the Chancellor Jeremy Hunt set out a comprehensive set of initiatives intended to boost pension savings and investment in British businesses. He said the ‘Mansion House Reforms’ could increase the average savers’ pension pot by around £16,000, or 12%, with the aim of increasing investment in […]
TPR Annual Funding Statement 2023
Summary The Pensions Regulator has published its annual funding statement, providing guidance for those pension schemes whose actuarial valuation dates fall between 22 September 2022 and 21 September 2023 (“tranche 18”), although it should be of interest to other schemes as well. TPR suggests that most schemes will have improved funding levels, as a result […]