Are you confident your pension scheme advisers are delivering effective high quality services and good value for money?
Striking the right balance between achieving good pension governance and containing pension scheme costs by ensuring advisers are delivering value for money is just one of the many demands faced by pension trustees and pension managers.
Our adviser review, selection and implementation services are unique. We are a knowledge leader as our ‘day job’ professional pension trustee and scheme secretary expertise means:
- we know what really makes a difference
- we know what high quality looks like in practice
- we know what good value for money really means
Adviser benchmarking
Full market adviser review
- designed to match your needs with the right advisers
- free from conflicts of interest
- completely flexible
- performed for a fixed fee
The benefits of our unique approach
- data from our unique, in-depth database of pension adviser firms – covering their staff, clients, systems, services, fees, approach, technology etc
- practical, ‘day job’ understanding of how specific pension advisers work with pension trustees and pension scheme sponsors
- what good likes – developed from our professional insight of working as independent trustees and trustee secretary for similar pension schemes
Our streamlined process combines objective data from our unique database (kept up to date by the advisers themselves), practical knowledge of working with and our subjective assessment from extensive experience of a wide universe of pension scheme advisers.
Our streamlined process combines objective data from our unique database (kept up to date by the advisers themselves), practical knowledge of working with and our subjective assessment from extensive experience of a wide universe of pension scheme advisers.
We can guide you through the selection process, providing assessment methods and score sheets and managing presentation days and handle as much (or as little) of the implementation process as you’d like us to where a new provider is selected.
Meet our adviser review specialists…
Our pension adviser and provider review service covers scheme actuaries, pension administrators, pension lawyers, investment consultants, master trust providers, fiduciary managers, covenant advisers and pension scheme auditors. Contact us to find out more.
