Alex Whitley

Alex Whitley

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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.

LCP Client

My viewpoint

How I have helped our clients

Buying a multi-national business and taking on its pension commitments

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.

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Our online tool to help employees understand current and future tax consequences of their pension savings.

Corporate benefit change guidance

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

Actuarial advice

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.

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Employee benefits

We help you navigate the complex area of employee benefits and implement a successful strategy

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Investment strategy

We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.

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LCP Visualise

Our intuitive, real-time pensions technology allows you to see the information you need when you need it, helping you to make decisions.

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Managing corporate change

We help both trustees and sponsors prepare for and deal with corporate change.

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Pensions strategy

We work closely with our clients to understand their pension scheme objectives and implement effective and creative strategies to achieve them.

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