Small Scheme Services
WHAT DOES OUR SMALL SCHEME FIXED FEE SERVICE OFFER?
Discounted full services to keep your Scheme running smoothly and fully compliant at very affordable fees.
What We Offer
How we do it
We have invested heavily in systems and training to make us more efficient, and we pass these savings on to you.
We provide all of your actuarial advice and administration services, we attend Trustee meetings, we provide meeting packs and draft the minutes, and we keep you up to date with changing legislation and Regulator guidance.
We can add bolt-ons (below) if you need additional services and our actuaries and consultants are hugely experienced in the smaller Schemes arena.
Core services
We have developed a bundled service offering for smaller schemes at an affordable price which include the core services:
- Scheme Actuary
- Scheme administration
- Attending Trustee meetings (usually one or two per year)
- Advice on compliance with regulation and guidance
- Preparing meeting packs
- Drafting Trustee minutes
Bolt on additional services for fixed fees if you need them:
- Scheme payroll
- Scheme bank account/treasury management
- Additional meetings
- Employer accounting disclosures
Advantages
Check out some of the advantages we can offer you through our Small Scheme services.
- Predictable and affordable fixed fees
- All of the skills and technology we use for larger Schemes
- Strong consultancy team meeting with you once or twice per year and keeping you up to date and compliant
- Strong administration team with named contact point for your Scheme members by phone or by email – no mailboxes
- Prompt service for your Scheme members
- An engaged and experienced Scheme Actuary for your funding valuations
- Affordable and efficient production of the accounting disclosures for your Employer’s accounts