Pension scheme administration services managing member records, benefit calculations, and communications for DB and DC schemes. Handles day-to-day operational tasks including member data stewardship, benefit processing, and scheme compliance.

Assessment and monitoring of the employer's financial ability to support a pension scheme, informing trustee decision-making on funding and risk. Evaluates solvency, financial stability, and the strength of the sponsoring employer to meet pension obligations.

A defined benefit master trust solution providing a governed, cost-effective vehicle for consolidating smaller DB pension schemes. Offers a standardized trustee and governance structure that allows multiple smaller pension schemes to operate under a single master trust entity.

Consulting services supporting insurance companies in the life and bulk annuities sector, including data and financial solutions. Addresses actuarial, financial, and strategic challenges specific to insurers managing pension-related business.

Investment strategy and advice for pension scheme trustees, covering asset allocation, manager selection, and de-risking pathways. Provides portfolio optimization guidance and alternative asset advisory to align scheme investments with liability profiles and risk tolerances.

Advisory services helping pension scheme trustees and sponsors navigate funding, strategy, and regulatory compliance for defined benefit and defined contribution schemes. Covers actuarial assessment, strategic planning, and financial reporting to support long-term pension scheme sustainability and regulatory adherence.

Administration and advisory services for self-invested personal pensions and small self-administered schemes. Supports individual pension holders and small business pension schemes with regulatory compliance, member communications, and scheme operations.

Independent trustee appointments and governance support to help pension scheme boards meet their fiduciary and regulatory obligations. Provides board oversight, governance frameworks, decision-making support, and regulatory compliance monitoring for pension scheme trustees.

Tracks the overall number of bulk annuity transactions completed each year, analysable by size and insurer. Provides market intelligence and analytics on bulk annuity deal flow and trends.

Monitors the funding position of UK defined benefit pension schemes on a long-term target basis. Delivers real-time tracking and reporting of DB scheme funding levels to inform strategic planning and risk management decisions.

Benchmarks a typical DC pension pot at retirement against industry living standards. Provides analytics and comparative insights to help DC scheme members and trustees assess retirement adequacy relative to industry benchmarks.

Helps employers and pension scheme trustees understand trends in life expectancies to inform decision-making. Provides actuarial insights on mortality experience and longevity trends for pension scheme planning.

Analyses the implications of potential market outcomes across different investment scenarios for pension scheme trustees. Enables scenario modelling and stress-testing to support strategic investment planning and risk management.

Helps those running pension schemes to improve their pension scheme member communications. Provides tools and guidance to create clearer, more effective communications with pension scheme members.

Tracks movements in transfer values including XPS Scam Forensics for monitoring pension scam risks. Monitors pension transfer value trends and provides fraud detection capabilities to protect scheme members from pension scams.