Our Corporate Services Charter

We believe every company needs a charter – a statement of objectives that helps clients understand what we aim to achieve and against which we can measure our achievement.

This is our charter.

1. We will explain your situation in the simplest terms possible – jargon does not help promote understanding
2. Our advice will be straightforward and honest – we will tell you what we think
3. We will always be aware that cost is important to you
4. We won't burden you with unimportant issues but we will ensure you don't ignore important ones
5. We will be fair to the interests of sponsoring employers, trustees and pension scheme members
6. We will identify conflicts of interest between parties and seek to resolve them as they arise
7. We will be independent of bias; our recommendations will only be affected by good sense, quality, price, value and service
8. We will stand shoulder to shoulder with you when you have to make choices
9. We will be mindful of the fact that you also have a company to run
10. We will maintain the highest professional standards

Derrick says

“A new trend with defined benefit schemes is the tendency of trustees and employers to take opposing positions and come into conflict. Some consultancies have to take responsibility for allowing this to happen because they over-react to legislation that is intended to protect schemes rather than lead to the need for more advisers and higher professional fees.”

“Most issues can be resolved to the satisfaction of trustees, members and sponsoring employers without the need for such conflict. Most employers want to find a balance between supporting their pension scheme and their own commercial interests. My experience is that most trustees recognise the need to strike a similar balance.”

“Pensions consultancy should have the aim of solving problems - it should not be about creating expensive problems that can be avoided!”