Knowledge Hub
Broadening Horizons
13 Dec 2021
Case studiesOur client had decided to conduct a review of their scheme governance and trustee effectiveness. However, the process they went through with a competitor of ours was challenging, dispiriting and produced a quite damning verdict. Nonetheless, the trustee had worked through the recommendations and were now ready to re-assess where they were. We were appointed because we were able to demonstrate an awareness of the sensitivities inherent in any such exercise: the need to balance competing interests, understand different views and personalities, and to create an open, supportive and collaborative exchange of opinions and views.
Reviewing Full Services
13 Dec 2021
Case studiesOur 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 studiesOur 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 studiesAdministration 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 studiesOur 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 studiesWe 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.
Helping Trustees and Companies to better govern their pension schemes
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