Pension administration
master class

Case studies

The background

The team required a better understanding of pension scheme administration and an understanding how to deliver certain tasks more efficiently, leading to more time for other work. The scheme mirrors the civil service scheme, including the new single scheme.

Our solution

We undertook:

  •  A Training Needs Analysis to identify the gap between current and required levels of knowledge and form the foundation of a training plan.
  • A bespoke training programme developed to incorporate the team’s specific needs into the course content and delivered over two day sessions.
  • A high level review of our clients Pensions Administration Function to assess the current processes and procedures and to bring to their attention any possible risk areas.

The results

The administration team have greater understanding of pension administration which provided greater confidence in the accuracy of the pension administration.

How we can help

We can help you understand how the structure of your scheme governance measures up to your peers and best practice.

We take a practical and cost effective approach to helping trustees improve pension scheme governance.

Do you need help to procure a new service or trustee? We have helped semi-states, multinationals and local companies carry out effective and efficient exercises to help them identify the service provider that best meets their needs.

We have significant experience of helping trustees to carry out reviews of its service providers.  

We offer a range of trustee training services to enable you to carry out your duties and responsibilities as a trustee of an Irish pension scheme.