Working together, we help defined contribution trustee boards embrace innovation. We bring our best ideas to the table to help schemes create first-class offerings that deliver better retirement outcomes for members.
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While many defined contribution (DC) schemes are moving to a master trust, we know remaining in an own trust arrangement is the right option for many.
As an independent firm with a specialised, experienced team, we help DC trustees deliver better value for their members. This includes innovative investment advice, wider governance support, decumulation guidance and member support, communications strategies and a comprehensive provider review service.
We have a long history of helping DC schemes on their journey to deliver great value for their members, supporting trustees through a combination of practical, outcomes-focused advice and leading technology solutions.
Today’s DC scheme landscape is increasingly complex: more regulatory requirements, an evolving provider market, environmental, social and governance (ESG) and diversity, equity and inclusion (DE&I) considerations. And while these challenges will only increase, we believe they also bring opportunities.
Increasingly, trust-based DC schemes will be required to demonstrate that they offer good value against master trusts. We have a suite of tools, including our Hymans Expected Retirement Outcomes (HERO) modeller, which can help trustees effectively benchmark their offerings against the master trust marketplace.
Our services include:
We work with many longstanding clients, helping them go beyond simply meeting regulatory requirements towards delivering great quality and value for their members.
We don’t run our own master trust, which means we can independently review current providers and help trustees assess their arrangements against the whole market. We believe this will become increasingly important over time.
From high-level desktop reviews to detailed analysis of a wide range of providers, our knowledge and experience to add value, backed by proven results and evidence.
We support a range of projects, from helping trustees understand more about their membership from a DE&I perspective, to creating meaningful engagement strategies tailored to members.
Increasingly, trustees need to manage emerging decumulation requirements. We’ve supported many clients in this area and can help trustees decide which path is best.
We help clients explore how they can continue to develop their scheme to keep ahead of the market and stay at the leading-edge of developments. This includes advice around including private markets in investment strategies, meaningful at-retirement support for members and evolving ESG requirements.
In this episode of PITstop, Rona Train is joined by Samantha Pitt to discuss DC decumulation.
Good governance underpins every effectively run defined contribution (DC) scheme.
Working with us means benefiting from market-leading technology and a member-focused approach, delivering governance that goes beyond simply ticking the regulatory boxes.
Partner and Head of DC Trustee Consulting
Partner and Head of At-Retirement Services
Head of DC Trustee Governance Consulting
Partner
Head of Investment Consultancy
We’re excited to announce our Pensions and Retirement Conference on Thursday 27 March 2025 at King’s Place, London.
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With CDC in the UK, we have the opportunity to get this right. How we do that, is the test.
Contact our team today to learn how we can help your business make better risk and people decisions.
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