Whether you require a full review of your existing arrangements or a new pension scheme to assist with engagement and compliance, Mattioli Woods provides the following support services to employers around pension consulting:
Workplace pension provider market review – Mattioli Woods will provide tailored research and recommendations to maximise spend and help with achieving the best outcomes for members
Compare and contrast – if you are looking to combine arrangements following merger and acquisition activity or tidy up historic heritage schemes, Mattioli Woods will provide a professional review service which includes an analysis of the best approach for your scheme arrangements
Benchmark research to assist you with scheme design decisions, including changes to pensionable pay definitions, contribution structures and salary exchange feasibility audits
Pension consulting to assist employers with options to mitigate risk
Third party research service for Trustees considering changes to their Actuarial/Administration and Auditor appointments
Governance support for Trustees to help with increasing compliance and duties requirements
Investment consulting advice to Trustees using Trustees’ own portfolios or via a discretionary fund mandate where Mattioli Woods acts as the investment fund manager
