Pensions Consultancy

PENSION CONSULTANCY

Experienced Pension Scheme Consultants

We offer a range of consultancy services to intermediaries and their clients, our experience and unique skill set allow us to provide a wide range of services to pension scheme professionals and clients alike.

Our Consultancy Services support…

PROFESSIONAL ADVISORS

Structuring investment product to ensure compliance with Revenue pension and legislative requirements.
Advising on re-structuring of syndicated investments.
Providing an on-going technical support and advice function for advisors.

PENSION SCHEME CLIENTS

Advising the self-employed of the pension benefits and the steps involved in incorporating their business
Re-negotiating pension scheme loans with financial institutions
Dealing with the Revenue Commissioners and Pensions Board on behalf of clients regarding specific issues arising

PENSION SCHEME TRUSTEES

Advising and assisting pension scheme trustees on meeting their fiduciary and legislative
obligations and responsibilities through our dedicated trustee service and trustee training facility.
Chairing trustee meetings or sitting on trustee sub-committees.
Advising scheme trustees on an ad-hoc basis.
Acting as a mediator in dispute cases between scheme members and trustees.

Additional Services...

We also provide a range of services alongside our standard pension scheme offerings including:

ACTUARIAL SERVICES

Providing advice around the structure and obligations under DB arrangements
Advice on the winding up of DB arrangements
Other Actuarial Services include Executive Remuneration Planning, Financial Projections, and more.

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UNIT TRUST SERVICES

Offering an exempt unit trust structure to syndicate pension investments
Simplifying investment structure
Offering a second pair of eyes for compliance purposes

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PENSIONS ADJUSTMENT ORDERS

We’re highly experienced in advising on the drafting and implications of Pension Adjustment Orders.

Our professional pensions consultants lend their knowledge and assistance to our clients, providing hands-on, clients-focused support during the process.