Project and Programme delivery

Case Study

The Pensions Manager at a very large UK pension Fund with DB and DC benefits had a long list of projects from the Sponsor and Trustees to deliver and limited in-house resources. Whilst they had a number of different providers (actuary, administrator, consultant, investment consultant etc.) these were not able to help due to conflicts or issues in the past. We have therefore been engaged to help the in-house team.

We offer expertise, man-power, Project and Programme Management, provider management and wise counsel over a large range of projects. These include data review, provider management, Pension Increase Exchange, Trivial Pensions Exercise, buy-in readiness, At retirement options, member financial education and auto-enrolment.