We recognise that all Clients face their own unique challenges and will not offer you one-size-fits-all solutions
Our services
We provide Actuarial, Investment and Pensions consultancy services, as well as full administration and treasury services, predominantly for smaller pension schemes: broadly those with fewer than 1,500 members or under £50 million in invested assets.
Our size allows us to be flexible, to meet our clients’ specific needs. This section of our website provides more detail about the range of services that our clients use most frequently but please feel free to discuss your more particular requirements with us.
Actuarial Consultancy
We believe that actuarial advice should be delivered in plain English and should enable the Trustees and Company to make informed decisions. To facilitate this we enjoy meeting our clients regularly to…
Investment Consultancy
Our approach to investment consultancy begins with the Asset Planning Cycle, shown below. We believe that, by following this process, Trustees will find that they are conforming to many of the Myners'...
Pensions Administration
Members rarely comment on good administration - after all they are receiving the right benefits at the right time. However, when things go wrong… Our ethos is that Pensions Administration is…
Pensions Consultancy
We should like you to regard your Pension Consultant as the Scheme's own in-house pensions manager. He, or she, will coordinate all the other services we provide for you, keep you up-to-date with developments...
Closed Defined Benefit Schemes
Many defined benefit pension schemes are now closed to new entrants, and of those a good proportion have closed also to future pension accrual These schemes have the potential to run for many more years...
Trustee Training
There is now a formal requirement for trustees to have sufficient knowledge and understanding to fulfil their duties effectively. This is commonly referred to as TKU - for Trustee Knowledge and Understanding...