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Case Study
Reflecting on a trustee effectiveness review
With TPR's new Code of Practice placing trustee effectiveness high on the agenda, we discuss a recent trustee effectiveness review we conducted.
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Case Study
How analytics helped the British Red Cross to better understand its gender pay gap
By conducting mandatory gender pay gap reporting, we helped a charity to better understanding where the pay gap was occurring within their workforce.
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Case Study
Tales from the SSAS ‘Repair Shop‘
See how we help SSAS clients get their pension scheme on the right footing and preserve the tax privileged funds for future generations.
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Case Study
Covid-19 lockdown: rent deferral and concession options
What happens when a commercial property tenant can’t pay their rent? Understand the key issues that ‘connected parties’ need to consider - including a written audit…
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Case Study
Lowell: flexible benefits and wellbeing for employees
We worked with Lowell to develop a new employee benefits programme underpinned by 4me, our digital platform. This saw an increase in employee engagement of over 90%.
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Case Study
Helping trustees to reduce key person risks
Recent events have brought business continuity plans into operation across advisers and trustees. Whilst the short-term issues may have been addressed, trustees al…
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Case Study
Tate & Lyle: a journey plan in half the time
Our actuarial, investment and specialist bulk annuity advice centred on their £1bn+ UK DB pension scheme, eventually securing all members’ benefits with a bulk annu…
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Case Study
Pension management: extra hands and fresh eyes
Our national Pension Management team has a broad range of experience in the running of pension schemes and can provide tailored support as part of the client’s own …
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Case Study
The FA: understanding the needs of employees
The FA recognises the benefits that a positive employee culture has on meeting performance targets. A forward thinking, progressive organisation, The FA was keen to…
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Case Study
Testing! Testing! Will your drawdown fund suffer a tax charge on your 75th birthday?
One of the important things to remember with drawdown is that your pension fund may be tested more than once against the lifetime allowance (LTA): once when you go …