Pension adviser review and selection

Pi Consulting provides independent pension adviser review and selection services to help your pension scheme run effectively and deliver a quality service to your members. Our independent pension scheme advisers have years of experience and can offer an array of consultancy services, supporting your pension scheme with the highest standard of independent support.

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.

Our independent pension advisers will support you through the assessment process efficiently and cost-effectively.

How can our pension adviser review and selection services help your business?

Benchmarking review

Pi Consulting’s independent consultants will complete a detailed market analysis to compare your existing service providers against their relevant peer group.

Operational assessment

Evaluating the operational efficiency of your current pension scheme service – whether provided in-house or outsourced. Our advisory services 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 will aim to deliver clear and measurable outcomes as a result of our pension adviser review.

Procurement

Our pension scheme advisers can assist in finding a new scheme service provider or adviser for your business. We will review and select the right people, ethos, systems, fee structures, location and size for you.

Outsourcing

Moving your pension scheme administration from in-house brings additional challenges. Pi’s pension advisers have specialist knowledge and expertise to 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 pension scheme adviser service you require, Pi Consulting will 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.