Knowledge hub

Check out some of our latest insights into the happenings in the market and keep up to date with our current thinking.

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.

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.

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.

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.

Trustee Resourcing

13 Dec 2021

Case studies

We often work with trustee boards who, for various reasons, have found it necessary to assume a more operational role: more like an executive management team than the non-executive role intended for trustees.

What is the right DC scheme for you?

13 Dec 2021

Case studies

The sponsor had put in place a contract based scheme early in the 2000s, and had changed provider in 2007. As the scheme had grown and become the main scheme for employees, and the governance committee had taken a more active role in the scheme, it was becoming clear that the solution was not matching the needs of the sponsor nor the scheme members.