Filling the knowledge and resource gap

This case study explores how Claire Barnes and the team facilitated an effective transition of information and governance service after a pension manager’s retirement. They then used the opportunity to improve processes, reduce pressure on trustees and guide the scheme’s they were supporting towards wind-up.

A smooth landing to wind-up

This case study looks at the way we helped this client’s pension trustees by leading pension scheme operations, looking after all day-to-day activities, effectively managing trustee priorities and ensuring the plans run smoothly.
It also looks at how our team ensures the pension trustees benefit from transparency and cost efficiency.