Designed for small to medium-sized organizations that have a need to enroll members in a retirement benefits scheme without having to set up a standalone scheme
Trustees and Employers are not expected to be professional administrators; we come in to provide service and advice to ensure the Trustees fulfil their obligations, while giving the employer peace of mind.
We keep books of accounts by recording the scheme's assets, income, and expenses. We work with investment managers and custodians on a regular basis to obtain bank statements and reconcile them