Consulting and Administration Services

Trustees of defined benefit schemes need to ensure that the administrative compliance tasks associated with pension schemes are carried out effectively and efficiently.

How we can help

As consultants to the trustees, we act as your pension manager and bring a vast range of experience to tasks such as:

• Benefit reviews
• Investment manager selection and review
• Advice on the design and installation of new schemes
• Benefit surveys
• Life assurance and disability plans - placement and re-broking
• Compliance with:
  • Provisions of the Pension Act
  • Revenue legislation
  • Pensions Board Regulations

We provide a unique service to employers and scheme trustees whereby we independently review and report on the administration of the company's occupational pension scheme. Services in this area include:

• Compliance health-check – an audit of the scheme documentation to certify full compliance with the disclosure of Information requirements of the Pension Act
• Scheme health-check - an audit of administration procedures to establish best practice and review records
• Advice regarding insourcing/outsourcing of the pensions administration function - review of current systems/procedures/personnel with a view to meeting future services and legislative requirements
• Benchmarking of cost and performance standards in scheme administration