Pension management services
Tailored governance and secretarial services support for trustees of DB and DC
We believe that good governance is critical to all pension schemes, whether defined benefit (DB) or defined contribution (DC). We therefore offer a first class trustee secretarial service, delivered by an experienced team including qualified members of the Pensions Management Institute (PMI), which can be tailored to meet your specific needs - whether you need full governance support or someone to take trustee meeting minutes.
We can provide interim support at short notice to cover increases in workload due to unexpected projects or absence.
We offer tailor made on-site training days or workshops to help keep you and your team up to speed with changes in legislation and pension scheme benefit changes.
Pension projects often require long-term planning which may not fit into your resources expertise. We can help you in designing communications to members, reviewing processes and by undertaking governance reviews.
Our experience, breadth of technical knowledge and communication skills make us ideally placed to provide expert witness reports.
A number of our experts have given evidence in court and many more have prepared expert witness reports under the Civil Procedures Rules.
Recent projects have included:
- providing resources to support an in-house administrator in order to assist with a peak in calculation activity
- providing practical guidance to trustees of defined contribution schemes on how to meet their obligations under The Pension Regulator’s Code of Practice No13 covering governance and administration
- streamlining a new trustee client’s scheme governance documentation in order to make it easier to use
- when an in-house pension manager became unexpectedly absent during a busy period we stepped in and provided an experienced short-term interim pension manager at short notice
Pension scheme management services
Download our service brochure for an insight to the support and guidance that we can provide to help you deliver a valued and professional service
Find out moreRelated knowledge and resources
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Blogs
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Occupational pension scheme governance: The next stage for internal controls
One of the key new aspects of governance is internal audit. It is important for trustees to understand the extent and scope o...
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How professional is your professional trustee?
The Regulator published an industry consultation on the future of trusteeship and governance on 2 July 2019. One question ask...
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Why the role of a specialist trustee scheme secretary is so important
It’s easy for people outside of the pensions world to imagine that the role of scheme secretary is largely made up of arrangi...
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Navigating change: get the most out of your actuarial consultant
The UK pension scheme market is changing. While schemes continue to mature, their priorities and needs evolve. As the number ...
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Bulk annuity: current market and recent developments
Highly competitive insurer pricing compared to gilts is providing extremely attractive opportunities for schemes to remove bo...
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Pension flexibilities: Impact on DB schemes two years in
Now two years into freedom and choice in DC retirement savings, for members of a DB scheme making the most of these flexibili...