Defined Benefit Schemes l Pension Trustee Services

Thomas Carroll’s  advice service is aimed at employers and trustees of small to medium sized defined benefit schemes with scheme assets up to £100m.

Along with operating the scheme compliantly we find most trustees and employers are concerned with the ever increasing costs associated with schemes. We have a number of solutions aimed at reducing costs.

Case Study: Defined Benefit Scheme

In this case study, Thomas Carroll  provide an example detailing how we assisted a client in reforming their defined benefit scheme. The administration and structure of the scheme was reviewed along with all current and future costs. In this example, the annual savings to the client equated to over £160,000. The case study below highlights the process undertaken by our Chartered financial advisers.

Case Study: Defined Benefit Scheme

The service is designed to ensure that your scheme is run efficiently and within the guidance outlined by The Pensions Regulator. This includes;

Trustee Compliance

  • Chairing of Trustee meetings
  • Advice regarding their duties and relationship with the Pensions Regulator
  • Trustee training

Investment Management

  • Review of Fund Manager(s)
  • Review charges
  • Use of Liability Driven Investment strategies
  • Fiduciary Management

Actuarial Advice

  • Review of Provider
  • Review of Services and fees

Communications

  • Review of current member communications
  • Pre retirement counselling
  • At Retirement choices
  • Pension Transfer advice

Associated Employee Benefits

  • Group Risk Scheme review
  • Salary exchange advice
  • Workplace Pension review
  • Replacement Scheme advice

For more information or to discuss your scheme, please contact Tony Smith directly on 029 2085 3764 or via email

To read more about our employee benefits services, click here

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    Established in 1972, Thomas Carroll is a multi discipline risk consultancy covering business and personal insurance, financial services, health, safety and employment law.
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