Resource Library

Reports

REPORT - Legislative & Regulatory Update: Spring 2018

Download our Spring 2018 update on the latest legislation and regulation affecting pension schemes.

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Reports

REPORT - AAF Report

Download our latest AAF report, covering the period 1 November 2016 to 31 October 2017.

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Video

VIDEO - Four Key Administration Topics for 2018

Four things you should be talking to your administrator about in 2018

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Video

VIDEO - Changing Administrator: Tips, Traps & Tales

A 45-minute training session exploring the process of changing administrators. It will focus on how to manage an effective administration transition, the timelines, project planning and pitfalls.

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Video

VIDEO - Cyber Security: Risks & Remedies in Administration

A 45-minute training session designed for Trustees to keep them up-to-date on the latest concepts, risks and changes in the cyber security landscape.

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Reports

REPORT - 2016 AAF Report

Download our AAF report, covering the period 1 November 2015 to 31 October 2016.

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Video

VIDEO - How to talk to pension scheme members

Watch our guide on developing and delivering effective member communications.

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Case Study

CASE STUDY - Service Consolidation

Read our case study to find out how we helped our client consolidate three schemes from three separate administrators.

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Factsheets

FACTSHEET - IT Systems & Infrastructure

This factsheet outlines our approach to software, IT infrastructure and security.

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Factsheets

FACTSHEET - Measuring Customer Experience

In this factsheet we explain how we measure the member experience and gather feedback about our services.

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Factsheets

FACTSHEET - GDPR

Read this factsheet to find out how we are responding to forthcoming changes to the General Data Protection Regulation (GDPR).

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Factsheets

FACTSHEET - Exit Services

Download our factsheet to find out how to avoid getting stung by unexpected exit fees when changing administrator

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Video

VIDEO - My Work Pension

Watch our video to find out more about the features and functionality of our brand new member website, my work pension.

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Factsheets

FACTSHEET - Digital ID Verification

This factsheet explains how we have strengthened the way we verify member identity when benefits are paid to reduce the risk of fraud and improve the member experience.

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Factsheets

FACTSHEET - Member Communications

How should member communications be structured to have maximum impact? Read this factsheet to find out.

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Video

VIDEO - Working with other advisors

Watch our video to find out how we connect and coordinate with other advisers to provide a joined-up service.

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Factsheets

FACTSHEET - Cyber Security

In this factsheet we explain where and how we store and manage data for our clients. We also explain the four most common types of cyber attack and the measures we take to mitigate these growing threats.

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