Expert, friendly staff who know your scheme

Building blocks

  • Expert team who are passionate about pensions and involved in all aspects of your scheme
  • 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