One of our clients had four separate defined benefit (DB) pension schemes with different pension trustee boards and only a few common advisers.
This case study shows how we maximised efficiencies by creating a common pension trustee board across the schemes, the challenges we had to overcome to make the new structure a success and the benefits gained by the client.
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trustee training on what EDI actually means
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assessing trustee board effectiveness, succession planning & trustee selection
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strategic action planning for continuous improvement
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providing tools and enhanced support to implement agreed actions
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reviewing member communications & the supporting strategy
Watch our video explaining why you should review EDI in your pension scheme.
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