Our adviser review services are aimed at both trustees and sponsors of pension schemes.

We can help clients review the market to get best fit from their advisers and administrators. We have extensive experience as client managers at a number of leading consultancies built up over the last 30 years.  We have deep understanding of the services required and of all the employee benefit firms in the market.  We work in partnership with clients to determine what is important to them to ensure that the selection process is robust and rigorous so these needs are met.

Mark and Mike have significant relevant experience having over 60 years of experience between them including over 20 years each as client managers and Scheme Actuaries and have worked for some of the leading employee benefit firms.

Our Approach

A key focus for us is assisting clients with schemes in the small to mid-market where we have gained the majority of our experience.