Pensions & benefits


Pensions administration isn’t just a box-ticking exercise; it’s the crucial element in making sure that the right person gets the right benefit at the right time, so that all your hard work running the scheme has the intended result.

How we can help

We offer a high quality, pensions administration service which we personalise to our clients’ requirements. Around 95% of our team are either qualified or studying towards a relevant professional qualification. Most are with the Pensions Management Institute. The people answering member queries are the same people who calculate and arrange for your members’ benefits to be put into payment.

When your members call, they speak to a person who is highly familiar with the scheme and is aware of any complexities around its administration. It also means that when trustees want information about how their scheme is running, we can give you real insight into what’s happening at the coal face.

We know that all schemes are different, so we tailor our services to your needs, whether that’s fully outsourced pensions administration services, supporting you with core administration activities or providing ad-hoc support. If you plan to insure benefits in the future, we can help you with the tricky task of getting your data exact to ensure you’re well placed to transact when market conditions are right, and help you get the best possible pricing.

Our bespoke PensAd technology is built in-house by pensions experts and developers who really understand what’s important. We develop it continually to improve performance and react quickly to changes in legislation, meaning that you can be confident it’s always best in class.

How we have helped our clients

Tax tools to help inform employees

How we helped our client inform their employees about pensions tax issues, and provided the tools to help them arrive at the answer themselves

Our Pensions administration experts

Our latest thinking

All change for DB transfers - Issue 16

Transfer quotation activity increases for the first time in 18 months - but take-up rates continue to fall following the introduction of new rules for advisers.

14 August 2019

How we can help

Benefit calculation review

We help you ensure that your members are getting the right benefits.

Meet some of our experts
Pensions administration

We provide a bespoke, high quality pensions administration service.

Meet some of our experts
Pensions tax

We help you to understand the impact of pension tax changes.

Meet some of our experts
Trustee consulting

We help trustees achieve their strategic goals, with solution-led, appropriate advice.

Trustee Consulting