Download the fifth edition of our Trust & Confidence research, which gathers views on the pensions industry from more than 2,000 GB adults.
The case study revolves around a Defined Benefit pension scheme with 1,000 members. The trustees and sponsoring employer opted for a pension buy-in, due to various financial and accounting benefits. Thanks to a rapid boost in their funding position and competitive market rates, they wanted to jump on the opportunity as soon as possible.
This project underscored the pivotal role of an effective Trustee Secretary who can manage projects end-to-end and deliver tangible solutions.
This project showcased the essential role of diverse skills and expertise in supporting our client through a complex programme. By acting as the client’s primary contact and coordination point, we demonstrated our commitment to delivering a first-class service in line with our core values.
Our client wanted to increase digital engagement while reducing paper correspondence.
Our client is an 8,000 member defined benefit pension scheme based in London, whose sponsor operates in the financial services sector. The membership is financially aware and sophisticated with high expectations on the timeliness and comprehensiveness of information that needs to be provided.
