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As pension managers and company executives’ time is increasingly taken up with strategic issues, more and more pension schemes are looking for external help to set up projects for one-off pieces of work. Our experience has shown us that project managing a particular task ensures a successful outcome by maintaining quality and delivering the task on time and in budget.

Why is our Project Management service different?

Not all professional trustees or consultancies will offer a project management service but we can create a bespoke project management package dedicated to your requirements.

Projects at a glance

A few examples of projects for pension schemes that we can manage include:

  • Scheme demergers and mergers
  • Benchmarking of professional advisers
  • Scheme wind-up
  • Consultation with scheme members where there is a change to scheme benefits
  • Managing the production of the Trustee Report & Accounts
  • Procurement of new professional advisers
  • The acquisition of a new business and the integration of the pension scheme
  • De-risking, which can include enhanced transfer value or pension increase exchange exercises
  • MNT nomination selection
  • Communications drafting

Our service

  • can be put in place quickly, allowing us to take on the responsibilities immediately
  • provides technical and strategic knowledge and expertise
  • manages resources, deliverables and cost
  • can hold regular project meetings to ensure that there is clear communication and understanding amongst the project team, throughout the project.



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