Client feedback


Clare Owen has been a really excellent scheme secretary
Kevin takes control of the meetings whilst fully involving the other two trustees. His experience shines through and he is also a very good listener, making all parties feel involved.
Sharron King ,
KBC Bank
Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work.
Wendy Stansfield,
Vector Aerospace
Claire offers a very approachable, professional and balanced service, recognising her obligations to the Scheme but providing an awareness of the Employer's perspective. We value Claire's wider industry knowledge and the experience she brings.
Very happy with service.
Christine Morris,
Twyford Bathrooms
Kat & Jason are very good at making it happen – they just take care of it.
Stephen Allaker ,
Bristol Myers-Squibb

Improving scheme management to ensure compliance

Topic:

Market trends

Date published:

Friday, 13 October 2017

When a new client tells you internal controls is a critical issue, it was a surprise to find they didn’t have any form of business plan in place. This case study shows how our formal step-by-step process helped a defined benefit (DB) pension scheme establish a business plan which made it easy to manage.

It also proves that a clear business plan can relieve a lot of pressure on pension trustees, helping them to look ahead rather than struggle with compliance and budgeting.

 

Download a copy

 

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