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Our menu-based integrated proposition gives you all the core services you need to operate your scheme efficiently.

Fully integrated services from a leading service provider

We provide a range of 'core services', which are covered by our annual management charge. This charge is agreed on a case-by case basis and will depend on the particular circumstances and complexities of your scheme.

The core services include:

InvestmentAdministrationDocumentationActuarial
  • 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.

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 also 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 will be no surprise invoices landing on your desk.

These benefits are very much dependent on the particular circumstances of your scheme. You should speak to a financial adviser if you're in any doubt about whether moving to an integrated service would be of benefit to your scheme.

Common questions

Find an answer to the most common questions we're asked about our services and charging structures.

Finding advice

We sell our products and services through financial advisers. Find an adviser in your area.

Get in touch

Contact us to find out more about our products and services.

Finding advice

We sell our products and services through financial advisers. Find an adviser in your area.