Resources / Brochure Downloads

Trustee Support Services

The effective and cost-efficient management
of a pension scheme can be a key trustee
objective. Do your advisers meet this objective
or is it time for a review?

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Trustee Secretarial Services

The role of the Scheme Secretary has evolved.
No longer simply a 'minute-taker', your
Secretary should manage the Trustee Board,
its processes, its advisers and their costs. Does yours?

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Employee Benefits Consulting

The structure, delivery and communication
of your employees’ pension and benefit
strategies can be the difference between
being a good employer or a great employer.

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Equality for GMPS at last?

This Focus looks at the October High Court
ruling in the Lloyds Bank case which confirmed
that trustees must adjust benefits to allow for
inequalities in GMPs.

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2018 Budget

The Chancellor delivered his Budget in late October.
With little news on pension benefits and no changes
to tax relief, the industry breathed a sigh of relief.
Read about what was said in relation to pensions
in our Focus.

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Tax relief - are your workers getting theirs?

Two tax relief bases. Two outcomes for workers.
Our Focus looks at the anomaly in tax relief for
lower earners and how your employees may be affected.

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Auto-enrolment Contributions Increase

Minimum AE contributions increase from April 2018.
Our Focus provides information about the increase
and how you and your employees may be affected.

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Auto-enrolment ('AE delivered')

Auto-enrolment affects every employer.
If you have eligible workers you must provide a
pension scheme for them. Make sure you know
what you must do and put a plan in place.
We can help.

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2015 Budget Focus

Download and read our Focus on the 2015 Budget (Pensions)



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