Our Philosophy

Trustees and employers are bombarded  with the potential ramifications of both proposed and newly-implemented items of pensions legislation.  Keeping up is a full-time job and, for those not in  the industry and with a full time job running a business, the problem is all the more daunting.  Larger companies and schemes may employ an internal pensions manager but this is likely not to be viable for smaller schemes, which is where we can help.

Our ethos is to provide a first-rate, personal service to trustees and sponsoring employers of occupational pension schemes, most particularly those schemes with fewer than 1,500 members.  We can act as your own “in house” pensions manager – but without the costs normally associated with such a role.  We believe that this commitment will lead to our fully understanding your goals and so building a long-term relationship with you.