Guidance from The Pensions Regulator makes it clear that pension trustees should regularly review their advisers and service providers and that you must:
Our adviser review service is unique, as our ‘day job’ professional pension trustee and scheme secretary expertise means:
By combining this practical experience with our extensive knowledge of all major actuarial and investment consultancies, administration providers and pension lawyers, we developed an effective review process that comes without the time-consuming hassle typically associated with tenders.
Our pensions adviser reviews help with both benchmarking and selection, and are:
Our client’s pension trustees had lost confidence in their administrator and felt their fees were high and opaque. Using our extensive knowledge of the market, we created a tailored, targeted tender process to find the best-fit replacement.
As a result, the trustees achieved cost savings of over 20% and have a new provider who:
To find out more about how our adviser review service could benefit you, take a look at our service flyer or contact us to talk it through.
