Case study A trustee board with a conflict of interest The client The Board was made up of four trustees, two from the company and two from the members; all employed by the same manufacturing company. The problem Trustees having a conflict of interest, real or...
Case study Scheme governance The client A London based wholesaler with an small closed pension scheme. The problem Scheme governance We worked with the trustee board to improve their scheme governance to make it robust and fit for purpose. The solution A review of the...
Case study How improved employee communication resulted in better engagement in the pension scheme The client A city based media company with around 3000 members in a closed defined benefit pension scheme. The problem Employee communication The trustees were concerned...
Case study Wind up of pension scheme The client A family run company which need to have its defined benefit pension scheme wound up in order to then wind up the company and pay final dividends to the shareholders. The issue The pension scheme had been closed to new...
Case study Administrator review The client A large high street bank Nos of employees in scheme: 10k Project overview Trustees do not often change their scheme administrators, with good reason; it’s a lot of work as well as the risk of not capturing the historical...
