What We Do | Pension Team

Our experienced team covers a lot of ground from supporting organisations with technical help and reporting to preparing benefit statements setting out individuals’ retirement entitlements to webinars, group presentations and meetings with individual staff.

Below is some further detail on what we might be doing on a typical day:

Tailored Webinars

We provide webinars for those staff members in HR who are responsible for operating the pension scheme and fronting queries from members of staff.
These webinars can be topical when there are changes to requirements or envisaged changes or general all-round catch up webinars.
Our clients are welcome to attend these general webinars which are an efficient way of staying up to date.

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Pension Benefit Statements

We’ve a team who provide both pre-existing and single scheme statements for client organisations.
While the focus in recent years has been on the SPSPS statements, we encourage clients to provide statements for all staff.
The statements are a great way of ensuring staff understand their retirement finances and can look forward positively to retirement.

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Data & Processes

Whether you currently provide benefit statements to pre-existing staff members or not, obtaining and keeping the right data is key. We can advise you on the correct processes to ensure that you have the data that you need at your fingertips when you need it.
This means that benefit calculations at retirement or when needed are a simple task.

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