Becoming a Trusted adviser

Case Study

We have worked with a large utility across all of their UK pensions arrangements over the last 2 years covering both DB and DC schemes. Our work has included:

  • A review of their DC operations covering the administration and related services for over 55,000 active members. This project is ongoing.
  • A project for a small Executive plan outsourced to a TPA in which we addressed some of the issues that they were facing leading to improved relationship and administration roadmap for ‘future proofing’ the scheme. We refer to this as our “Marriage Guidance” service whereby we look to resolve issues between Trustees and Administrators rather than merely look to change providers
  • Strategic support to the Trustees in relation to the future administration arrangements for the Pension Plan.

We are now retained by the Trustee Executive as a trusted adviser in relation to their ongoing administration strategy.

Case StudyLydia Walker