- Advice Reviews - evidence suitability of advice and limit liability of firms and advisers
- Administration Support - assistance with new schemes and buyouts, and to manage peaks in demand
- Calculations - manual calculations and actuarial expertise
- Pension System Analysts - to support systems migrations and testing.
- Vulnerability – working with you to identify vulnerable customers and providing you with the skills to ensure these customers are treated appropriately
- Adherence to TCF Principles - evidencing compliance and embedding principles in standard processes
- Complaints and Remediation – process review and recommendations, best practice, case handling
- Customer Engagement Processes - effective communication, data analysis and process reviews
- Past Business Review projects and RCA with actionable results to prevent industry censure and fines
- Fully outsourced options available to speed up response times
Services for Pension Firms
Through our specialist consultants, we can help Pension Providers, Advisers and Administrators resolve many of their key challenges.