Case Studies

Below are some case studies demonstrating how our expert group pension scheme skills have been used to benefit Scheme Trustees, Managers & members.

DB and DC Scheme
2000 members​


Client brief: October 2014 - implement changes to DC investment options and flexible access option on administration platform, update standard letters to cover flexible access for DC members and DB members with DC AVCs.

Delivered: March 2015, ready for April 2015 pension freedoms.

Team: Pensions IT manager (system), pensions manager (investment changes) and senior pensions administrator (member communications)

DB Scheme
200 members


Client Brief: Provide clean data to insurer for buy out, transfer of administration and pension payroll to insurer, member communications, secretariat services to trustee board through to wind up

Delivered: Clean data, smooth handover of administration and pension payroll within agreed timescales, communications to members, help line for members, statutory notices, secretariat for trustee board, final accounts, wind up

Team: Pensions IT manager (data) pensions manager and senior pensions administrator (handover, communications with members, secretariat services, accounts)

DB Scheme
7000 active members​


Client Brief: Test and re-specify where necessary calculation and work flow suites, input to standard letters, develop administration procedure manuals and provide training for administrators.

Delivered: Working calculations, work flow suites, standard letter updates, tailored training courses for administrators, full set of procedure manuals and checklists.

Team: Pensions IT manager and pensions manager (system specifications, procedure manuals, training) and senior pensions administrator (user acceptance testing, procedure manuals and update of standard letters)

DC Scheme
1000 members


Client Brief: Review current scheme practices to DC Code of Practice, suggest and implement changes to processes to improve efficiency and compliance.

Delivered: 2016

Team: Pensions Manager (review of processes, proposals for improvements) Pensions IT manager (system changes), and senior pensions administrator (implementation and updates to procedures)