We specialise in working with employers and pension scheme trustees on defined benefit de-risking projects, helping them reduce their pension scheme liabilities by providing regulated advice to individual members.
We also work with a number of financial advisers and enable them to provide their clients with advice in areas that their business models can’t support. We support by providing their clients with advice on existing defined benefit schemes and their retirement options.
We pride ourselves on providing an outstanding service to our partners, and we’re passionate about delivering the best possible member experience and outcome.
We’ve been advising on bulk scheme exercises since 2012.
Altogether, we’ve helped over 100 schemes, delivered over 135 projects, and provided advice to over 17,000 members.
Our de-risking exercises have varied from 1 to 8,200 members, so we’re happy to take on any project - large or small.
We have experience of dealing with transfers from less than £1,000 up to £2.9 million.
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