In part three of the pension strategy blog series, Alex Whitley makes sure your efforts on setting your pension strategy are not wasted.
I have two main principles which I stick to when helping people on pensions:
1. Talk in English rather than 'Actuarial'; and
2. Get things done on time
Everything else becomes much simpler on the back of that. The companies I work with value the responsiveness and plain-speaking way I do things, and I hope it also makes working together more enjoyable at the same time.
A measured approach in providing advice, which aims to satisfy the Trustee as a prerequisite, is balanced with considering the sponsors practical circumstances.
In part two of the pension strategy blog series, Alex Whitley discusses how to set and articulate your company pension strategy.
How I have helped our clients
We helped a top food retailer gain insight on its current pension position and help develop a robust pension plan.
The associated risk and costs of the defined benefit pension commitment being inherited had not yet been considered. This could have had a huge impact on the company’s finances. We helped our client undertake the necessary due diligence which reduced the purchase price of the M&A transaction.
6 point review plan
Our 6-point review for pensions will identify where to focus your efforts and give you a clear framework for action in 2017.
Our guide on how to set your pension strategy
Follow our pension strategy guide which provides you with the building blocks you need to define and implement your pension strategy.
Pensions tax modeller
Our online tool to help employees understand current and future tax consequences of their pension savings.
Corporate benefit change guidance
If you are spending the time, effort and cost to implement benefit changes within your pension scheme you need to ensure your employees fully understand the changes and the implications for their future benefits.
How I help clients
We provide individual and high quality actuarial advice, taking a collaborative approach between trustees, employer and advisers, to ensure a focus on good member outcomes.Meet some of our experts
We help you navigate the complex area of employee benefits and implement a successful strategyMeet some of our experts
We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.Meet some of our experts
Our intuitive, real-time pensions technology allows you to see the information you need when you need it, helping you to make decisions.Meet some of our experts
We help both trustees and sponsors prepare for and deal with corporate change.Meet some of our experts