Knowledge hub

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

The Importance of Oversight

13 Dec 2021

Case studies

Administration is complex. It may seem simple to the member on the receiving end, and to the clients that hold it at arm’s length. But think about the raft of legislation, data issues, legacy rules, mergers, acquisitions and all the other things that get thrown into the pot for good measure. It’s easy to see how mistakes can creep in and errors be made regardless of how robust the systems, risk management and quality controls are that wrap around it.

Comfort and Reassurance

13 Dec 2021

Case studies

Our client was having an especially busy period with their administration and were confronting a lot of strategic and implementation issues. They recognised the need for someone independent, with an outside and fresh perspective, that could challenge their administrator, in house executive team and consultants, but just as importantly could support the Committee in discussing the decisions and challenges they were facing.

Achieving Balance

13 Dec 2021

Case studies

We were appointed to help our client review the performance management and develop a framework that brings more stability and balance to the relationship with their administrator.

Choosing your Covenant Adviser

13 Dec 2021

Case studies

Our client’s covenant provider had just been appointed to provide advice to the sponsoring employer. The Trustee were not happy with the potential conflicts in this and decided it was time to change.

Getting from A to B: Investment Governance

13 Dec 2021

Case studies

Recently we supported two clients to change their investment advisory arrangements. Both shared a similar goal in wanting to discharge their fiduciary responsibilities as effectively as they could, but both had different ideas about how to achieve this.

Trustee executive selection and board effectiveness review

13 Dec 2021

Case studies

This was a wide-ranging executive support and Trustee governance project for a complex multi-employer scheme, where the Trustee and the board had experienced challenging situations in recent years. It was time to move forward. The client formed a Working Group to liaise with us.