Accurate record-keeping & data reviews
When we take on a scheme we assess the accuracy and completeness of the data we receive. We offer regular common and scheme specific data reviews to highlight any errors and gaps, providing recommendations to agree a data improvement plan to address the issues.

Member support
Members can contact our UK-based team directly via email, phone or in writing. If they are local, they can bring their retirement forms to us if they let us know when they are coming.

Member portal
We can offer members access to their pension information securely 24/7 via our online portal, where they can update details or raise queries.

Member communications
We can keep members up to date with scheme updates and newsletters, including informing them of member nominated trustee elections and funding updates.

Benefit calculations & member transactions
We handle all the usual aspects of member processing - providing benefit illustrations on request, regular annual benefit statements, and arranging settlement of payments in respect of transfers, retirements and deaths.

Pensioner payroll
We offer monthly payroll services and conduct annual pensioner existence checks.