Our defined benefit services

Information for employers and trustees

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Our menu-based integrated proposition gives you all the core services you need to operate your scheme efficiently, saving you time and money.

Fully integrated services from a leading service provider

The core services covered by our annual management charge include:

Investment	Administration	Documentation	Actuarial
Wide fund range at competitive prices No fund switching charges Automatic rebalancing Facility to balance risk against return	Comprehensive record-keeping and benefit calculations Tailored pensions administration package Investment of contributions Benefit statement production	Preparation of draft deed and rules Preparation of member booklets and announcements Technical support and explanation of legislative changes Guidance on trustees' duties	Triennial valuations and yearly certificates Support in setting scheme investment strategy Actuarial certificates as required by legislation

Please note that the services listed under each service element are not exhaustive. For full details of what is and isn’t covered by our annual management charge, please get in touch

Cost benefits of an integrated service

Any move that simplifies the overall service proposition while maintaining good quality service should reduce your costs. A single point of contact can save time and make it easier to administer your scheme.

One of the most important advantages an insured approach can bring you is certainty of charging. For our normal service, we’ll agree all our charges in advance, so there’ll be no surprise invoices landing on your desk.

All trustees should consider an integrated approach for their defined benefit pension scheme. If this method is right for you, you may benefit from significant management service savings.