Case Studies

Muse 398

MNT Selection

21 Jan 2022

Case studies

We were appointed to help our client develop a pre-selection process for a single MNT vacancy on their trustee board. The candidates were always going to go to ballot, but the trustee wanted to be able to exercise some control over the skills and aptitudes of the candidates.

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Transform or Transition?

6 Jan 2022

Case studies

'Administration is tricky. Errors occur. Mistakes happen. That is the nature of the beast.' This is a message that some have heard from their administrators over the years. But, what if it's not just day-to-day errors? Are there more fundamental issues? Perhaps the transition to your administrator was poor, your data may be unreliable or errors have gone undetected and have compounded.

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Home and Dry?

13 Dec 2021

Case studies

With a destination in sight many trustee boards are trying to ensure that they get there as quickly and safely as possible. So what should you do if your radar screen goes blank? Your Pensions Manager wants to retire and you need to replace the person responsible for the day to day management and direction of the scheme.

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Consolidating Advisers

13 Dec 2021

Case studies

Where a company has a number of legacy pension schemes as a result of acquisition, it is not unusual to find them administered by different parties. In this example, our client had many legacy schemes (all closed) and five different administration providers.

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Merging Trustee Boards

13 Dec 2021

Case studies

Each trustee board develops a particular way of working and an individual culture. They generate different ideas; have different resources and knowledge. In short, each is unique. So, imagine trying the challenge of combining two very different trustee boards.

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The Decision to Outsource

13 Dec 2021

Case studies

A decision to outsource should not be taken lightly. However, upon reflection, it often appears to have been clearly signposted. There are a number of drivers that put outsourcing on the table, but it usually requires that special catalyst; that key ingredient.

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Governance: Think cycles, not boxes

13 Dec 2021

Case studies

Governance is becoming better understood, and more clearly defined. It encompasses everything about governing the scheme. But with a busy agenda to manage, trustees can fall into the trap of overlooking the importance of maintaining effective governance review processes. Some may find it a challenge to prevent governance review processes becoming a periodic box-ticking exercise. Trustees must keep their minds open to what is changing around them and for the need to improve governance.

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Resourcing the Pensions Department

13 Dec 2021

Case studies

Our client asked us to conduct a benchmarking exercise investigating in-house company pension teams. During a series of interviews, 10 companies shared their current resourcing structures, activities, challenges and drivers.

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Programme Management: Benefits

13 Dec 2021

Case studies

Have you ever found yourself in the position of facing a forced change? How do you manage a complex project with tight deadlines at short notice? Well, our client needed to select a new TPA within a limited time, which was beyond their control. They not only had to complete this change, but manage a large data and pension over/ underpayments rectification project at the same time and across both incumbent and successor TPAs.

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Assessing Trustee Effectiveness

13 Dec 2021

Case studies

Self-assessment is reliant on objectivity; an ability to detach yourself from the daily rigours of trusteeship, to take an impartial look at the way you work, to be open-minded to ideas and challenge the established procedures, and to retain neutrality against criticism.

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