Adviser Review & Selection

Why adviser review is important

As your scheme requirements change and the adviser market develops, it is part of good governance to assess your existing scheme service advisers and providers.  Our Adviser Selection service leverages our extensive market knowledge, independence and experience to help support you in this assessment efficiently and cost effectively.

What we can do to help

  • Benchmarking Review – helping you compare your existing service providers against their market peers.
  • Operational assessment – 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 scheme. We would look to deliver clear and measurable outcomes as a result of such an assessment.
  • Procurement – finding a new scheme service provider or adviser with the right people, ethos, systems, fee structures, location and size for you.
  • Outsourcing – moving from in-house administration brings additional challenges and we have specialist knowledge and expertise to help ensure these challenges are supported throughout the change.
  • Transition management – 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.