Setting up a pension plan can be a lengthy process. There are so many different parties involved, from company, trustees and administrators to investment managers, lawyers and other professionals.

We help companies with every detail, whether they are setting up their first plan or require a change of arrangements.

As well as co-ordinating all the different parties to achieve a smooth set-up, we help our clients to make the right choices, ensuring that the pension arrangements offer a good fit with human resource strategy, are established efficiently and meet all the legal requirements.

Guiding you to a successful launch

We help by:

• Advising on pension plan design that fits with HR strategy and will be valued by employees
• Managing the set-up as a special project
• Assisting with setting up the pension management board
• Designing and running the communication to employees
• Advising on the right investment strategy
• Advising on the selection of investment managers, administrators and insurance providers
• Putting compliance procedures in place and reviewing legal documentation
• Providing funding advice to the company and pension management board

Please contact us for information about our complete suite of retirement consulting services.