Why is an adviser review important?
As your pension scheme requirements change and the provider market continues to evolve, it is part of good governance to assess your existing scheme service advisers. Pi Consulting’s adviser selection service leverages our extensive market knowledge, independence and experience.
We will support you through the assessment process efficiently and cost effectively.
How Can Our Adviser Review & Selection Services Help You?
Helping you compare your existing service providers against their market peers.
Evaluating the operational efficiency of your current scheme service – whether provided in-house or outsourced. This can include time spent on-site with your providers to help develop the service to fully meet the long-term needs of your pension scheme. We would look to deliver clear and measurable outcomes as a result of an assessment.
Finding a new scheme service provider or adviser with the right people, ethos, systems, fee structures, location and size for you.
Moving from in-house administration brings additional challenges – we have specialist knowledge and expertise to help ensure these challenges are supported throughout the change.
Providing specialist project management to help facilitate the most efficient transition from one provider to another.
Whichever service you require, we can provide detailed project management updates and robust audit trails to support your decisions.
If you have any questions or queries about our services, get in touch with our team today.