Expert, friendly staff who know your medium or small schemes

Building blocks for medium and small schemes

  • Expert team who are passionate about pensions and involved in all aspects of your medium or small schemes
  • Supported (but not replaced) by fantastic systems and processes
  • Regular client team meetings to consider wider implications
  • Communications that members understand
  • Detailed benefit audit at the outset means any issues are dealt with
  • Specialist manager supervises the transition providing peace of mind

Advantages for our clients

Member focused: your scheme members are our number one priority. We listen to you and your members and tailor our service to your needs

Accuracy: our audited processes, investment in technology and controls ensure members receive accurate information on time

Integrated: each member movement is considered from the broader scheme perspective and each member of the team can speak knowledgeably when dealing with queries

Value for money: in the annual industry survey, we are always one of the best value firms reflecting our ethos which is designed around smaller schemes where commoditisation does not work

Find out about our Trustee services here.