We believe everyone has the right to a better future, but getting there requires skill and hard work, you can’t just leave it to chance. We like to work with companies and trustees who recognise the harder you work the luckier you get.
Making the complex accessible
At our core is a desire to ensure everyone has the chance to have a better future. We’re passionate about working with people who have the same goals. We love detail. But we love to make complex things more accessible for other people.
Whether that’s supporting trustees explaining new regulations, or helping Insurers manage their capital more effectively. If it’s about helping individuals, companies or trustees have a better future, we want to help.
We know the world of trusteeship is a complex one. We know trustees are individuals and that being a trustee is a huge responsibility. We also know trustees often have other responsibilities.
But being a trustee is more than a responsibility. Many of the trustees we speak to do it because it’s a passion. Passion for doing the right thing and passion to help others. We share the same passion. And we want to share the burden many trustees feel. That’s why when we give advice we focus on your problems, not our solutions.
Our independent thinking and structure means we are free to give advice that will solve your problems. And importantly, we don’t just give advice, but we work together to implement and monitor that advice. Always keeping an eye on your ambitions, helping your members achieve a prosperous future.
Employees don’t value pensions and benefits as much as they should. This is a harsh reality.
Employers spend a lot of time and money on trying to improve this. Another harsh reality. So why spend more money trying to fix the problem? All too often when we speak to employers they have a strategy for benefits, but not as clear a direction for pensions. Much of their time is spent worrying about rules and regulations. Also they sometimes outsource engagement to providers.
We believe by creating a clear engagement strategy and taking ownership of that strategy, employers can ensure benefits are valued more, and in the long run actually save money. We agree pensions are complex, but we like complex, we like taking all that pain away, and allowing you to focus on running your business. Pensions and benefits are expensive, don’t leave it to chance that your employees will value them, we can help you ensure they do.
Time is rarely on your side. We know you are busy.
Our experts in the Life and Financial services team are here to give you back time. We are here to make your life easier and let you focus on managing and growing your business.
Our dedicated team of life insurance consultants provide targeted insurance advice in areas including risk and capital optimisation, longevity, investment strategy and product development.
If you want to develop your business and grasp opportunity out of what seems a huge challenge then we would love to work with you.
Running a Public Sector Pension scheme is tough. Many in the private sector view it as the land of milk and honey. However, we’ve worked with the public sector since 1921 and know the challenges you face.
We campaign for a better deal for public sector, a clearer position on the future and more freedom to make choices that better suit your scheme.
Having seen the sector change, we understand the challenges you face and are here to work with you in delivering better futures for your members.
In a world in which more people are saving as a result of auto-enrolment (but not saving enough), it's not practical for trustees and employers to offer advice directly to members. But what if there was a solution that was smart enough to tell members how much to save, how to invest and how to take their benefits?