We should like you to regard your Pension Consultant as the Scheme’s own in-house pensions manager
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 in legislation and industry practice and alert you when action is required of the trustees or the company.
Your Consultant is available also to act as secretary to the trustees, providing:
- liaison in arranging Trustee meetings
- agenda for each meeting
- timely issue of meeting papers
- draft minutes of each meeting
- a trustees’ Business Plan for the trustees, that will detail the activities expected over the next twelve months, as well as a three-year outline.
- maintenance of a trustee conflict of interest register and training log.
- guidance and assistance in compiling the ESOG and ORA.
Apart from this day-to-day support for the trustees, the company and the scheme members, our Consultants are also experienced in benefit design, communications, liaison with Regulators and other third parties.
Providing a first-rate, personal service
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...