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Changing provider.

Winding-up an existing company pension and dealing with legacy pension issues can be complicated and time consuming.

There could be many reasons why your client wants to change their current pension provider.

For example:

  • they didn't have time to consider other options before their staging date
  • they're looking for an auto enrolment solution that would be a better fit for their needs
  • they're just not happy with their current arrangements.

We can offer you and your clients a level of administrative support to help make the transition to a new arrangement as smooth as possible.

Our comprehensive package of support includes:

Asset transition solutions
A direct offer process that allows us to approve the transfer promotion to employees
Administration services
Help with winding-up an existing scheme and providing support during transition
Support for DB/DC hybrid restructures
Technical support for pension re-structures

We can help you

If you are advising your client on setting up a new pension scheme or replacing an existing one, we have a range of contract and trust based products, designed to meet your client’s needs.

Contact us if you would like to find out more or if you have any specific client projects you'd like to discuss.

We'd like to share our experience and expertise with you. Speak to us if you would like to view a demonstration of our online solutions, or if you have any specific client projects that you would like to discuss.

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