Pensions & benefits

Governance and value for members

Effective governance is crucial. We can help you understand what to focus on to have the highest impact, given time and cost constraints.

As governance requirements pile up year after year, we will ensure you are aware of any developments and help you meet those requirements in the most efficient and effective way. Our approach is pragmatic and proportional, designed so that you fulfil all your obligations without undue complexity.

Employee wellbeing report

Building better financial futures

In our survey of 10,000 UK employees we explored financial confidence and its impact amongst workplace demographic groups.

Building financial confidence in employees is vital. We hope that this report inspires you on your journey to support employees' financial wellbeing and knowledge building.

Read now
Master Trusts unpacked

Default investment strategies

This report offers a look back at performance throughout 2023, a year predominantly characterised by high inflation and elevated interest rates. We delve into how these main trends have shaped the investment landscape and, in turn, affected the various master trust default strategies.

Read now
Building financial knowledge and confidence for your employees

Our expert panel explores the impacts of poor financial confidence and awareness on UK employees and workplace productivity. Learn how to leverage AI and communication strategies to support a diverse workforce, ensuring employees have realistic expectations of their financial futures and longevity.

Watch now
DC update

In our latest update we share our views on key developments in the DC arena during the last three months, together with actions to help you going forward.

Read now

We advise some of the largest DC schemes in the UK and we have good relationships with providers. We use this experience and relationships to help you improve the value your members get.

Governance requirements are increasing year by year, and it can be hard to keep track of what you need to do, and also know how best to meet the requirements.

We adopt a client centric approach to governance. We keep on top of developments and will give you “hot off the press” updates so you don’t miss anything.

Sometimes new requirements can be hard to digest, coming with lengthy guidance filled with jargon. We cut through all the detail and will tell you what you need to know and what you need to do in the clearest terms. We know people like to get updates in different ways, so for any material developments we run webinars where you can ask questions of our experts, alongside providing clear written updates.

One area of governance we are passionate about is helping clients improve the value members get from their pension arrangements. We have lots of experience to draw on to improve value, including from working with some of the largest DC schemes in the UK, and have good relationships with providers, which helps with negotiating lower fees for your members.

We don’t take a one size fits all approach, and will engage with you to understand any particular requirements or areas you would like us to focus on when assessing value.

We would be your trusted partner in ensuring you have a well governed scheme that offers fantastic value for members.