Search Results: Adviser and Provider Reviews
10 results:
Don’t let the urgent crowd out the important - How do you review and select advisers remotely?
2 Jun 2020
ViewpointsThe 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.
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TPR Guidance on Tendering for Fiduciary Management Services
8 Jan 2020
ViewpointsThe 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.
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Choosing your Covenant Adviser
13 Dec 2021
Case studiesOur 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.
Read moreAchieving Balance
13 Dec 2021
Case studiesWe 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.
Read moreReviewing Full Services
13 Dec 2021
Case studiesOur client had been with their full services provider for over 15 years and enjoyed, on the whole, a good relationship. However, more recently some strains had started to appear and frustrations were building. That is why we were appointed: to bring the Trustee up to speed with the latest offerings and find a provider that would bring fresh views and work well with the trustee.
Read moreAsking the Right Questions
13 Dec 2021
Case studiesOur client was reviewing their DC options, something that we increasingly see, and had decided to look at the master trust market. They wanted to reduce the costs and governance burden for the company, but ensure that members were getting good value for money. It was also important that the members could access the full flexibilities.
Read moreOutsourcing Investments
13 Dec 2021
Case studiesOur client had an in-house investment team including provision of investment advice and some direct investment management and was on a journey towards a greater level of outsourcing. However, they didn’t know how they should approach the range of options for outsourcing, while pursuing their objective to further derisk the scheme.
Read moreGoverning Investments
13 Dec 2021
Case studiesA company-appointed trustee felt that the trustees were rather too passive when it came to the investment strategy. This individual trustee felt the trustee board wasn’t considering all their options and weren’t making the best use of their investment adviser. However, being a company-appointed trustee meant that there was a risk of perceived conflict and he recognised that can be just as damaging as the real thing.
Read moreSelecting an Actuary
13 Dec 2021
Case studiesOur client had two schemes, each with a different actuary. This wasn’t a problem, but it was time for a review and they wanted to consider the benefits and downsides of sharing an actuary across the two schemes.
Read moreMoving to a Master Trust
13 Dec 2021
Case studiesThe company had recently undertaken a strategic review of its DC arrangements and concluded that there were efficiencies to be made in the DC running costs. A Master Trust might provide the most cost efficient means of providing the DC benefits, but as their DC adviser also runs a Master Trust, the company recognised that the adviser would be conflicted.
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