We can run stand-alone adviser review exercises on behalf of the trustees or sponsoring employer. 

 

This would cover any aspect of service provision to the trustees, including actuarial, investment, administration, covenant or legal advice.

 

We can provide some or all of the following services depending on the extent of the review required:

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• Initial meeting to understand the objectives

• Provision of long list of potential providers, and drafting the invitation to tender

• Collate all responses and summarise key points for discussion 

• Arrange and attend meeting of shortlisted providers

• Arrange appointment of successful firm and provide feedback to others