We specialise in designing and managing pension plans for companies and have a wealth of knowledge, experience and expertise in this area to enable you to provide a comprehensive pension package that will assist your Company in attracting and retain employees.
As impartial advisors, Provest Private Clients peer-review the market and are free to advise on the most suitable structure and recommend the most suitable Provider for our clients Pension Schemes.
We recommend the most appropriate providers based on a number of criteria including:
Flexibility of the structure to meet the employer’s needs.
The investment offering, default investment strategy and fund performance.
Fund management fees and administration and policy fees to ensure our clients are getting best value for their money.
The accuracy and efficiency of their administration.
Online access for employer and employees.
Trustee Services.
We constantly survey the market to identify the best fund performance track records, the most competitively priced charging structures whilst continually keeping our client up to date with legislative developments in the Pensions industry. Following a review of your objectives and employee needs, we will recommend an appropriate employee benefits plan.
We provide a comprehensive service from the establishment & management of schemes through to independent reviews of existing schemes including:
Meetings with employers to agree on scheme design.
Recommending the most suitable administration structure, provider and investment manager.
Group presentation to introduce benefits to employees.
Advice to existing members on fund choice & retirement options.
Individual consultations to prospective joiners to discuss fund selection, retirement options and any previous pensions which they might hold.
Ensuring the accurate administration of the scheme.
Review of fund manager performance.
Monitor regularly and advise action where appropriate.
We can also offer your employees personalised advice on a one-to-one basis on any aspect of their personal finances. Additionally if any are approaching retirement, we can also advise on how best to achieve maximum value from their pension plan.
Provide the Employer with an Annual Renewal Meeting and ongoing monitoring.
Annually update members on their Benefits.
Corporate Group Risk Benefits