We provide a comprehensive package of services.
Independent Professional Trusteeship
- Trusteeship for DB and DC Trusts
- Ongoing Trusteeship, both as sole trustee and as part of a Trustee Board
- Scheme Secretarial
- Buy-out, wind-up and commercial consolidators
- Regulatory involvement and negotiation
- Adviser Review
- Cost control exercises
- Working with affordability constraints
DB Consulting
- Scheme Actuary
- Consulting and Governance
- Scheme Secretarial
- Investment Strategy Advice
- Administration
Company advice, including:
- Liability Management Exercises
- Company Accounting Disclosures (FRS102 and IAS19)
- Funding negotiations
- Court Expertise, including GMP Equalisation
- Mergers & Acquisitions
- Buy-out, wind-up and commercial consolidators
DC Consulting
- Investment Strategy
- Scheme Secretarial
- Consulting and Governance
- Value for Money Reviews
- Scheme design, set-up, change and transfer
- Member education
- Closure and wind ups