About
Navigating Success
We are here to support trustees and sponsors through the pension process.
We help small to medium-sized occupational pension schemes across the UK with specialist actuarial, administrative, investment, and governance services. As a small company, we pride ourselves on providing a personal touch and the flexibility to meet every client’s needs.
1 office
All services are delivered from one office, allowing teams across different areas to work together effectively and ensuring a joined-up service for our clients.
98% client satisfaction
Our members know who their named administration contacts are and can contact them directly when needed. We meet or exceed our service targets more than 98% of the time.
OUR SERVICES
Pensions are complicated enough.
We offer expert actuarial, consultancy, investment and administration services. Our team combines deep technical expertise with a personal, pragmatic approach to help trustees and sponsors navigate the complexities of pensions with confidence.
Consultancy
Expert consultancy for confident, compliant pension scheme management.
Offering strategic guidance and solutions to help trustees manage their pension schemes effectively, stay compliant, and protect the interests of their members.
Consulting Services
Governance & Compliance
Meeting support
Third-Party Coordination
Actuarial
Actuarial support for smarter funding decisions
Offering detailed analysis, tailored projections, and expert insight to help trustees understand their scheme’s liabilities, explore funding options, and make informed decisions that support long-term financial stability.
Consulting Services
Organizational Restructuring
Process Optimization
Performance Analysis and Improvement
Pensions Administration
Efficient, accurate, and reliable pensions administration
Delivering a seamless service that ensures records are maintained, benefits paid correctly, and trustees have the confidence that every detail is precisely managed.
Development Services
Market Entry Strategies
Partnership Development
Mergers and Acquisitions
Investments
Helping trustees invest with confidence and clarity.
Providing the tools, guidance, and expertise trustees need to make informed investment decisions and achieve the best outcomes for their members.
Consulting Services
Diverse asset & portfolio management
Investment reviews
Regular reporting
Digital Tools for Trustees and Members
We offer a comprehensive suite of intuitive, secure tools designed to support both trustees and scheme members in managing pensions with greater efficiency and confidence. These solutions are built to address the real challenges of pension scheme management, from day-to-day administration to long-term strategic planning.
Pension Portal
Our secure Pensions Portal gives members convenient access to their pension information anytime, anywhere. Members can view transfer values, generate retirement illustrations, and update personal details as needed.
Instant Quotations
Transfer Values
Secure Records
SchemeNavigator
Scheme Navigator is a powerful funding modeller that helps sponsoring employers and trustees make better and quicker decisions on investments, contributions, and funding strategies.
Investments
Contributions
Funding strategies
Funding Helper
It empowers trustees and advisers to explore funding scenarios, assess potential outcomes, and work together seamlessly to create strategies that meet their scheme’s unique needs and objectives.
Instant scenario analysis
Interactive, intuitive dashboard
Flexible assumption modelling
Our Values
Expert Pension Support Since 1999
For over 25 years, we’ve partnered with trustees and sponsors to deliver tailored, expert guidance that meets the unique needs of each scheme. Our team combines deep technical expertise with a clear, practical approach - helping you to navigate complex pension challenges with confidence.
Pension Toolkit
Explore your Personal Pensions Toolkit
Helpful retirement resources and scam‑awareness all in one place.
What our clients say
Administration Service
Training Services
Actuarial services
News/Insights
Keeping You Informed
Our News & Insights page is where we share the latest updates, trends, and expert perspectives from the pensions industry. Whether it’s changes in legislation, developments in actuarial science, or practical guidance for scheme trustees and members, this is your go-to source for clear, reliable information.
Charity Corner
Giving back to our community
Charity Corner is our way of giving back to the Bristol area that has supported us for so many years. We regularly partner with local charities, fundraising initiatives, and community projects, offering both financial contributions and hands-on support from our team.
