Pension consulting

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:

SIPP advice
Defined contributions/money purchase schemes
  • 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
Defined benefit/final salary schemes
  • 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
Start a conversation today
Get in touch with a member of the Mattioli Woods team below. We’re always on hand to assist.
What can you expect?
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Dedication
All our clients receive their own dedicated consultant and client relationship manager
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Business
Ensure your staff are looked after to provide a happier, productive environment
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Peace of mind
Knowing we are working to look after what matters most to you
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Investment
Investing now to provide a brighter future
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Forward planning
Putting your affairs in place now helps you in the future
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Security
Getting the right package in place provides much needed security
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Get in touch with the Mattioli Woods team
Do you have a specific question or query? Find the right member of the Mattioli Woods team.