Consultancy

On appointment we look to quickly establish a close working relationship with our clients to gain a full understanding of their aims and objectives and assist in providing pro-active, tailored, strategic advice, whilst maintaining compliance.

Typically our consultancy advice covers the following key areas:

“In our experience, HPW provide a professional and thorough service to our scheme Trustees.”
— Paul McCunn, Director of Finance, Hoare Lea

  • A pro-active, risk-based service.

  • Bespoke advice that is sensible, clear, pragmatic and in plain language.

  • Firm recommendations that add value.

  • A clear audit trail – to protect the Trustees.

  • Overall coordination of Scheme services including liaison with third parties.

  • Attendance of trustees meetings with full secretarial support (including preparation and

    distribution of meeting packs and preparation and maintenance of meeting minutes).

  • Advice on regulatory/legislative changes and industry practice.

  • Preparation of appropriate governance information and advice.

  • Preparation of summary funding statement.

  • Support to the trustees on ad-hoc queries.

  • Support to the trustee on member communications.

  • Transition management.