We bring clarity to complex issues such as pensions buy-outs, M&A, financing and cost management, helping you make informed and timely decisions for the benefit of your company.
Our consultants’ extensive knowledge is backed by a commitment to research and a suite of proprietary online tools and software that enable us to offer unique insights and a personalised, flexible service for our clients. An experienced partner will assemble a bespoke team, tailored to your exact needs, and will remain personally involved at all levels of the work.
Our expert actuarial and investment advice can help you make sense of scheme funding valuation negotiations, liability transfers, investment and de-risking strategies, mergers and acquisitions, and PPF levy advice.
We work solely in your interests as scheme sponsor, to avoid potential conflicts. However, our extensive experience advising trustees of other schemes helps us to anticipate emerging issues, leading to smoother negotiations.
Through our specialised DC consultancy, we advise employers in delivering appropriate DC pension strategies to attract, motivate and retain staff. Our experienced communications team can help you promote those benefits in print, online or face to face to maximise engagement with your workforce.
Our wellbeing team provides consultancy, administration and re-broking services on all health and risk policies. We also have an innovative market leading wellbeing solution called BWell which focuses around analysis, prevention and intervention. Our philosophy to wellbeing and the benefits associated with wellbeing centres around building a solution bespoke to our clients and their culture that benefits the employee through protection, education and engagement but also provides a real return to the employer on their benefits investment.
Our executive pensions service offers advice to employers on tax-efﬁcient pension provision for directors and senior executives. Working with HR, finance teams and remuneration committees, we can help develop retirement strategies for the mutual benefit of you and your staff.
Our growing client base includes medium-sized companies as well as larger firms and multinationals based in the UK and Europe.
Conflicts of interest have long been part of the trustee/employer environment. However, the scope and meaning of what type of conflicts could arise has developed and broadened as governance best practice evolved.
If you can help your workers save that little bit and take away their financial stop signs, you could take them off the “highway to hell” and help them towards that goal of “livin’ easy, livin’ free”. How do you get there?
DB pension plans are entering a new phase in their decades-long journey from valuable employee benefit to legacy financial arrangement.
Pension consolidation is a broad concept, ranging from simplifying a scheme’s governance structure, to merging with other schemes to take advantage of economies of scale.
Despite the trend to move away from DB in favour of more flexible DC arrangements, employers wanting to maximise provision of benefits for employees without breaching the Annual Allowance and Lifetime Allowance limits may find a DB SSAS suits their needs.
Our Autumn PerioDiC newsletter summarises the trustee, company, and other elements to be aware of which help with running a defined contribution (DC) scheme.
The value created by employees in a healthy organisation is vital to achieving long-term sustainable business success. How healthy is your organisation? It could be time for a check-up.
Are bulk annuities a potential option for your scheme? It could be the right time to consider a transaction.
Join our webinar where we will discuss current issues in financial reporting for pension schemes, under IAS19 and FRS102, and the flexibility in assumption setting – which can drastically reduce deficits.
Presenteeism at work has tripled since 2010. Where's your head at? We've interviewed 3,000 UK workers to understand health and wellbeing in the workplace.
This survey relates to constituent companies of the Dutch AEX, French CAC40, German DAX, Spanish IBEX, Italian FTSE MIB and Scandinavian OMX share indices that have UK subsidiary companies with defined benefit (DB) pension schemes.
Our Beyond Pensions report reveals that UK employers care about the financial needs of their employees and want to help alleviate their financial stress, but are not hitting the spot.
Our client, P&O, has around £1.5 billion of pension liabilities on an IAS19 basis, in three separate defined benefit (DB) pension arrangements.
We have provided actuarial and investment services to a £20m pension scheme, whose sponsoring employer is a design and manufacturing company in the aerospace industry.
We were appointed to advise a client with ~£400m of assets in 2015 and this case study sets out how we worked with the trustees and employer to ultimately reduce risk and increase expected returns while working towards an agreed objective.
Workers on lower salaries feel less comfortable talking to their employer about mental health, according to our Why BWell report. Just two in five of those earning £20,000 - £30,000 a year said they would be happy talking about mental health at work.
We are delighted to be recognised for the third consecutive year at Pension Insight’s DC Awards, being named ‘Financial Wellbeing Consultancy of the Year’.
We are delighted to announce our innovative approach enterprise risk management (ERM) was recognised last night at the Risk Management Awards hosted by CIR Magazine.