Pension arrangements - a typical service

Some of the standard services we provide to our clients on their pension arrangements are as follows:

• Providing tailor-made communication materials to employees on the pension arrangement.
• Annual review of the continuing suitability of the pension provider. In many cases this has included negotiations with the provider to reduce costs going forward.
• Issue of regular communication for both employer and employee on topics of interest.
• Advice to the employer on legislative issues that may impact on the pension.
• Monitoring investment performance.
• Communications to staff which may include a telephone hotline, presentations, clinics etc.
• Regular company meetings to review all aspects of benefits package.
• Assistance with the purchase of annuities for individuals.
• Production and review of retirement procedures for companies/trustees.
• Training on procedures.
• Answering employees’ queries on previous pension arrangements.
• Streamlined transfer procedure for employees previous pension benefits.