Services for Pension Firms

Through our specialist consultants, we can help Pension Providers, Advisers and Administrators resolve many of their key challenges.

  • 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

Some examples of our projects and capabilities include:

  • Administration support during and after the takeover of new schemes
  • Manual calculations and advice reviews on selected populations of consumers
  • Complaints handling review to sample consistency and fair outcomes to customers.
  • Remediation treatment strategies to ensure future consistency and fair outcomes are applied to decisions.
  • Expert resources to help manage peaks in demand to get back within FCA requirements.
  • Identify and mitigate areas of exposure and risk throughout the business
  • Pension system migration and testing
  • Customer engagement strategies
  • Operational reviews and recommendations
  • Past Business Review expertise
We provide a wide range of expertise and support to pension providers, advisers and administrators

To find out more about how we support pension providers, advisers and administrators, contact us today. 

Get in Touch

Find out more about how Equiniti Hazell Carr can help your business
Call us on: 0118 951 3971
Email us at: contact@hazellcarr.com
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