Pensions consultancy

Pensions consultancy means offering clear, independent, practical advice that helps employers and trustees navigate the complex world of pensions.

For corporate clients, we deliver intelligent and informed pension management and consultancy services to trustees and employers of defined benefit and defined contribution schemes, as well as other workplace pension schemes. 

We have a vast array of experience and using highly qualified specialists we can advise on past, current and future pension provisions to achieve good member outcomes. 

Our specialists have an in-depth knowledge of pension legislation and our outlook focuses on the areas that really matter to you: administration, investment, charges, governance, and employee engagement.

We work to support your scheme and your business, combining experience with robust processes and pragmatism, to ensure your pension provision is on track and compliant. 

Our consultants can act as the main point of contact on all matters. As well as overseeing the day-to-day management of the scheme, they can give comprehensive and technical advice to align the interests of the scheme with other service providers. 

In addition, as part of our full service offering our specialists can also cover:

  • Scheme design 

  • Master trust selection and transition project management

  • Pensions Manager (acting as an employer appointed Pensions Manager)

  • Adviser Review and Selection: Benchmarking review, Operational Review and Adviser procurement 

  • Trustee training

  • Trustee Board Governance Support

  • Technical and legislative guidance

  • Pension secretarial services

  • De-risking and buy-out solutions

  • Member communications