Search Results: Adviser and Provider Reviews
4 results:
TPR Guidance on Tendering for Fiduciary Management Services
8 Jan 2020
MusingsThe Pensions Regulator (TPR) has released its long-awaited guidance setting out approaches to comply with trustees’ duties to competitively tender fiduciary management appointments. We have collated our views on the guidance and shared our thoughts here.
Don’t let the urgent crowd out the important - How do you review and select advisers remotely?
2 Jun 2020
MusingsThe immediate response to the outbreak of Covid-19 shifted priorities and a lot of the important projects suddenly became less so and were put on hold. With social distancing and home-working likely for the foreseeable future, those important projects are now due for reconsideration.
Programme Management: Benefits
13 Dec 2021
Case studiesHave 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.
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.
