With our in-depth knowledge of pensions, investment and business management, we were in a position to deliver a unique insight into the sector and provide the independent voice and oversight they needed. This enabled us to ask the right questions, identify any risks and highlight inefficiencies, or situations where they were overpaying for some services.
Combining our strengths in advisory, data analytics, portfolio construction, product innovation and project management, we advised a disaggregation of the bundled services and re-tendered each individually. This enabled us to achieve active monitoring at every level, ensuring we delivered far more stringent governance and maximised value for money for both members and the company. Having a management structure incorporating independent expert advice provided the company and trustees with enhanced confidence in their ability to deliver effective and efficient investment and risk management strategies for the benefit of the scheme members.