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PensionĀ 
Scheme
Administration

Our clients are the trustees of occupational pension schemes.

Our team is highly experienced and work closely with our actuarial team who provide pension consultancy advice as well as actuarial services, if required.

We work with our clients:

  • to ensure that they are fully aware of their responsibilities and duties under current legislation
  • to keep them up-to-date with changing legislative requirements
  • to help them to meet statutory or internal targets and deadlines

We assist our clients:

  • in discussions with other interested parties, such as employers, trade unions and members
  • in discussions with The Pensions Regulator, the Pension Protection Fund and other statutory bodies

We help our clients:

  • to achieve their objectives and implement their decisions

Administration Services:

  • maintenance of member records
  • statutory returns and filings: annual return
  • draft annual funding statement
  • draft statement of investment principles
  • draft documentation: deeds, resolutions, booklets, notices to members
  • transfer value and other benefit calculations
  • assistance with member negotiations and member communications

Consultancy Services:

  • advice on the implementation of new legislative requirements
  • advice on the changes required to scheme documentation including deeds
  • advice on all aspects of occupational pension schemes