Knowledge hub

Check out some of our latest insights into the happenings in the market and keep up to date with our current thinking.

Reviewing Full Services

13 Dec 2021

Case studies

Our client had been with their full services provider for over 15 years and enjoyed, on the whole, a good relationship. However, more recently some strains had started to appear and frustrations were building. That is why we were appointed: to bring the Trustee up to speed with the latest offerings and find a provider that would bring fresh views and work well with the trustee.

DC Processes and SLAs

13 Dec 2021

Case studies

Our client was implementing a new DC platform provider. The existing DB administration remained in-house. The new provider had proposed their standard SLAs, and the client wanted to ensure they were fit for purpose and in-line with good practice. We were appointed to use our experience and expertise to assess the SLAs and DC processes.

The Importance of Oversight

13 Dec 2021

Case studies

Administration is complex. It may seem simple to the member on the receiving end, and to the clients that hold it at arm’s length. But think about the raft of legislation, data issues, legacy rules, mergers, acquisitions and all the other things that get thrown into the pot for good measure. It’s easy to see how mistakes can creep in and errors be made regardless of how robust the systems, risk management and quality controls are that wrap around it.

Comfort and Reassurance

13 Dec 2021

Case studies

Our client was having an especially busy period with their administration and were confronting a lot of strategic and implementation issues. They recognised the need for someone independent, with an outside and fresh perspective, that could challenge their administrator, in house executive team and consultants, but just as importantly could support the Committee in discussing the decisions and challenges they were facing.

Achieving Balance

13 Dec 2021

Case studies

We were appointed to help our client review the performance management and develop a framework that brings more stability and balance to the relationship with their administrator.

Choosing your Covenant Adviser

13 Dec 2021

Case studies

Our client’s covenant provider had just been appointed to provide advice to the sponsoring employer. The Trustee were not happy with the potential conflicts in this and decided it was time to change.