Strategy

Deciding on the business model for administering your pension arrangements is fundamental to achieving objectives. The challenge is getting a realistic balance between the various interested parties. HR objectives, Company objectives, the Trustees compiance requirements and Member service delivery needs all have to be met.

This defines the vision for pension services in the future. It identifies approaches to meet business needs and key stakeholder expectations. It will also establish a change programme to deliver the vision.


Technology plays a major part in service delivery. Increasing levels of automation make it ever more important
 to integrate pension systems with payroll, HR and other business systems. This exercise assesses all IT
components needed for service delivery. It identifies changes and new components required and outlines a
programme to implement them.


This defines appropriate service requirements and recommends whether to carry them out in-house or to outsource. It can focus on any aspect of administration from the whole work of the department to a single element such as pensions payroll.


This exercise recommends an organisational structure to best deliver the service delivery, sourcing and
technology strategies.

Reviews are carried out by consultants with experience of many different pension schemes. Each review follows a structured process:

Discovery – obtaining the facts through interviews and analysing relevant material.
Analysis – assessment of the issues as they relate to your situation.
Feedback and Report – recommendations delivered in a format that suits you best. This could be either a written report or a workshop for the Trustees and other interested parties.

For more information about any of our Services, contact us