Expectation. Performance. Management.
We’re all living longer and that means we’re demanding more from our pensions. A wellmanaged scheme is also an invaluable part of any Employee Benefits Programme and a compelling way of attracting and retaining the best people. These factors put significant pressure on employers and trustees to make the right long-term decisions in a complex financial area requiring care, vision and expertise.

Maximised return. Optimised costs. Improved communication.
However you may be running your traditional Defined Benefit (DB) or Defined Contribution (DC) pensions under Trust, the proven expertise of our pensions team is there to:

  • Maximise pension return and confidence for your business and your members
  • Optimise the bottom line costs of the scheme
  • Clearly communicate the pension performance facts and options to your members
  • Address and resolve any emerging deficit issues
  • Ensure trustees and sponsoring employers have the right level of training
  • Manage and review your pension operations for superior administration, compliance and control.

Simplicity. Clarity. Confidence.
Whether you’re looking for assistance in part or in its entirety, we have the consultative, investment, administrative, actuarial and training skills to ensure your Trust Based Scheme is best placed to meet the needs of today and beyond.

we are looking forward to meeting the challenges of the next five years with the support of Oval as our administrators. 

Stephen Tiley
Wincanton
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