Small schemes
Meet our small scheme specialists
Small pension schemes have plenty in common with their larger counterparts, whilst also presenting their own unique set of challenges. Our friendly, specialist small scheme team deliver cost effective solutions to pension schemes with assets below £300m.
Our services include:
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accessing bespoke investment advice tailored to smaller pension schemes – including fiduciary management and investment platforms
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devising scheme strategies – with targets, triggers & monitoring that deliver better outcomes & improved levels of governance
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proportionate compliance – effectively meeting The Pensions Regulator’s new General Code requirements
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transactional services – including support with buy ins/buy outs
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adviser reviews & benchmarking – we know which advisers are well suited to schemes under £300m & can help you deliver long term objectives cost effectively
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adviser reviews & benchmarking – we know which advisers are well suited to schemes under £300m & can help you deliver long term objectives cost effectively
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ongoing pension trusteeship – chair of trustees, co-trustee or sole trustee
The benefits of our approach
We offer high-end strategy and risk-management in a supportive and approachable way. Our team has a proven track record of delivering measurable benefits to smaller pension schemes and is committed to finding sophisticated solutions that provide easily visible benefits.
These solutions are developed by pension advisers who are attuned to the needs and budgets of smaller pension schemes but supported and supplemented by research and experience shared from our wider team of experts. We know how to scope services and frame carefully crafted questions to ensure budgets are used efficiently and good value for money is achieved.
Our latest insights
Exclusive insights from our industry experts at Vidett.
