Pension Services Health Check

A comprehensive analysis of your Pensions Services function.

Our Pension Services 'Health Check' goes beyond the data environment and considers systems and processes as well. Using customised reporting tools, data analysis techniques and 1-2-1 discussions with the people who know your scheme inside and out, we will fully analyse your pension administration function and provide a comprehensive assessment of your pensions services' health and recommendations for improvements.

  • Our approach is unobtrusive and will utilise very little of your in-house resources.
  • Detailed outputs we will provide to you include a 'State of Data Analysis Report' and a 'Process Improvement Plan'.
  • We will also provide a 'High Level Plan', which summarises all the issues identified and includes important input from your staff.

Pension Services Health Check