Corporate Services

Our services to pension schemes (and their associated Employers) can be extensive, depending on the exact needs. They fall broadly into two areas:

Providing research and brokerage for pension scheme assets
This service is provided to help ensure that money purchase scheme trustees can meet their obligation to get the best deal for their members, and to ensure that final salary schemes choosing to use annuities do so at the minimum cost. This service is also available for GPP retiring individuals. We can offer a bespoke service, which can be tailored to any pension scheme type. The cost of this service will be agreed on an individual company basis.

Providing advice to scheme members about their options at retirement
This service is provided to help scheme members maximise their pension benefits, and therefore assist trustees, employers in the shared goal of better education and better value from their investment in the pension scheme. 

For either of these services, we can also run scheme specific retirement seminars at your premises to continue to educate your staff. 

For further information, or to discuss your requirements, please contact Philip Steel on 020 8604 2826, or use the contact us form.