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:
| Investment | Administration | Documentation | Actuarial |
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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.
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Finding advice
We sell our products and services through financial advisers. Find an adviser in your area.