Atkin trustees, actuaries, consultants & administrators

Smarter solutions for smaller pension schemes

Industry events are often run by a larger consultancies and cater to the needs of the larger schemes which are their target market. Whilst they can provide useful information, the specific needs of smaller pension arrangements are rarely covered.

This event is specifically aimed at the needs of smaller schemes and businesses, in particular;

• Consolidation of smaller pension schemes has been suggested as a panacea dealing with all the problems that small schemes face. What are the pitfalls? Can consolidation work?

• Regulations and governance is increasingly aimed at larger schemes with little heed being paid to the needs and resources of small schemes. How does this play into the drive towards consolidation?

• The Regulator is taking an increasing interest in smaller schemes by issuing questionnaires to trustees to complete in connection with the triennial actuarial valuations. Trustees will need to look closely at their governance model and ensure that they are taking an appropriate and proportional approach.

Significant changes are taking place in the pensions market that impact directly on smaller schemes. Large insurers have been outsourcing their DB administration or withdrawing from the market entirely, consultancies and service providers are getting increasingly large and impersonal, and at least one large service provider has come under the significant financial pressure. How is this likely to impact on smaller schemes?

When and where will the event take place: 3rd July 2018 @ Warwick Castle

If you would like to attend, please send me an email at confirming that you would like to attend and details of any special access or dietary requirements. Alternatively, if you are interested in attending but cannot make this date, then please send me an email and we can either let you know of future events or can arrange a separate meeting.

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We used Atkin Trustees as part of a wind up of our scheme. With the help and support of Richard Bryant we were able to move forward a process that had become stalled - his expert guidance was invaluable to me and the other Trustee involved. The whole process was handled in a practical and timely manner, and I felt at last we had access to expert Trustee experience and knowledge to guide us through the many obstacles that we faced. It was a pleasure working with Richard.

Len, Independent Trustee client