Pension Scheme Management
If you are facing significant pension challenges and need fresh thinking to help figure out the best way forward
if you need an independent review of your current pension scheme so you can be confident and assured
If you are having concerns about the risks associated with your current DB or hybrid scheme
if you are reliant on one provider and would like independent verification that the fiduciary management model is effective
if you want to work with a firm experienced in ETVs who understand what it takes to make an offer successful
If you want independent advice to create, or improve a Defined Contribution scheme that is optimal for your company and employees
if you have invested significantly in upgrading your current DC pension scheme but need smart communications strategies to improve the value proposition to employees and encourage retirement savings
If you are an institution or an individual looking for an independent investment advisor who will focus on your objectives
You want to ensure you have the right strategies and fund managers to keep you current
Our team is passionate about improving financial outcomes for people. We believe that
independent and informed advice to individuals and their families at key life stages can help them to
visualise different financial scenarios and ultimately simplify choices.
We take an independent and impartial view on your challenges and help you simplify what can be complex. We don’t sell products or earn commission so we are always impartial and on your side of the table in the selection and management of services such as administrators, insurers, fund managers and fund choices.
We take a people-centric approach and use member analysis to understand and evaluate the options and alternatives available. We also view pensions as part of the overall total reward framework, rather than as stand-alone. We believe in honest communication and creating attractive propositions, which both meet the scheme objectives and deliver better retirement outcomes for members.