There are times where you may need extra support with pensions management or a pension scheme project. Our team can help.
Short on resource, knowledge or experience?
Our interim pensions support service helps you keep managing all your complex or time-consuming pension issues in-house in a cost-effective way, instead of turning to expensive pension or actuarial advisers. Examples of interim pensions projects we’ve worked on include:
- staff shortages due to maternity leave, long or short-term sickness or staff leaving service, where an interim can help during the search for and notice period of a new incumbent
- strategic pension reviews – to help drive forward and execute pension strategy
- peak workloads & pension projects – eg GMP equalisation, defined contribution (DC) transfers, pension scheme consolidation or merger, M&A activity, pension buy ins & buy outs, pension scheme closures & winding up
- employee consultations during a proposed change to pension benefits or policy
- harmonisation of pension arrangements – eg across different DC providers or defined benefit (DB) pension schemes
- interim & consulting trustee appointments – eg during complex or sensitive projects such as scheme valuations & funding negotiations, investment strategy reviews or where there’s been a resignation
- establishing a workplace DC governance committee framework
Meet our interim pension resource specialists…
Curtis Mitchell
Mark Johnston
Claire Barnes
Kate Barette
Sabrena Edmonds
Fizza Qasim
What are the benefits of our interim pension solutions?
- You aren’t only recruiting one person – there’ll always be a ‘number 2’. You have the back up of a dedicated professional team with the expertise of the whole organisation behind them.
- We’re highly flexible and properly resourced – able to respond to variable workloads and timings.
- Immediate support – our experienced and friendly team are pre-screened, have relevant pension and trustee qualifications and can start straight away.
- Adaptable to your changing needs – if you face a challenge that needs more senior expertise, greater experience or more time than your in-house resource can provide, we have experts who’ll understand the issue and be experienced in delivering in similar situations.
- Strong adviser relationships – we aggregate and share knowledge gained from working with the universe of pension advisers, such as scheme actuaries and pensions lawyers.
- A spread of experience and skills – fully in tune with the issues facing companies, pension trustees, pension managers and their in-house pension teams.
Case studies
This case study looks at how we managed GMP reconciliation and equalisation for a client where rectification of pension increases was also needed. Wrapping them into one project ensured benefits were only amended once, making member communications clearer.
Case studies
More and more employers are choosing to outsource their pension manager role, as are pension trustees for their scheme secretary role. This case study looks at how our client took this route, combining both roles in one person.
It also covers the benefits the company and pension trustees gained from having this type of easy, cost effective access to pensions expertise.
To discuss how our interim pension specialists can help you, please see our flyer or contact us.
