Richard Libberton
Scottish Widows
Final Salary Pensions
PO Box 918
15 Dalkeith Road
Edinburgh, EH16 5XA.
Tel 0131 655 3887
Fax 0131 655 4431
and e-mail
richard.libberton@
scottishwidows.co.uk
Web: www.scottishwidows.co.uk
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* Fixed fees with no hidden charges
* Highly competitive
* Dedicated and experienced team
* Excellent service standards
* Industry wide proven systems and procedures |
Asset Allocation Advisers and Investment Managers
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Evercore Pan Asset
Vestry House
Laurence Pountney Hill
London EC4R 0EH
Contact: Christopher Aldous
(Chief Executive)
Tel: 020 7398 5840
enquiries@pan-asset.co.uk
Web: www.pan-asset.co.uk |
Evercore Pan-Asset offers specialist asset allocation advice across an extensive range of global asset classes. Founded in 2007 by John Redwood, Robert Brown and Christopher Aldous, our clients now include pension funds, charities, universities and family wealth. We believe that asset allocation decisions are the most important part of the investment management process. We help pension trustees with these decisions, particularly where a scheme may be in deficit and asset allocation policy would benefit from review. |
BULK annuities
Back |
Emma Watkins
Business Development Manager
MetLife Assurance Limited
15 Bedford Street
London
WC2E 9HE
Tel: +44 (0) 20 7557 4926 Tel: +44 (0) 20 7557 4900
Fax: +44 (0) 20 7557 4976
Email:ewatkins1@metlife.com
Website: www.metlife.co.uk |
MetLife Assurance Limited is a U.K. insurance company regulated by the Financial Services Authority to provide bulk annuity solutions for pension schemes. We are a well-capitalised company (rated A+ by Standard & Poor's) specialising in pension risk management solutions for trustees and plan sponsors. Our team of pension, investment and actuarial experts are dedicated to delivering client-focused solutions, combined with a high level of customer service and care. We are a subsidiary of MetLife, Inc., which has over 140 years of experience and reaches over 70 million customers around the world through its companies and affiliates. |
Chartered Accountants
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Chantrey Vellacott DFK LLP
Corinthian House
17 Lansdowne Road
Croydon, Surrey
CR0 2BX
Also offices at: London, Hove, Reading, Northampton, Leicester and Watford.
Tel: 020 8686 3915
Fax: 020 8681 4063
Website: www.cvdfk.com
Contact:
Stephen Corrall |
Chantrey Vellacott DFK, a leading firm of chartered accountants, has a well established pensions group. We provide independent audits and a comprehensive range of advisory services to pension schemes, their administrators and trustees. Our clients have assets in excess of £2 billion. In addition to audit (including advice on the Pension SORP and compliance with the Pensions Act 1995) and taxation, areas of expertise include risk management, IT consultancy, taxation advice on directors' pension planning, and advice on divorce and scheme restructures.
Chantrey Vellacott DFK are registered to carry on audit work and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. |
Baker Tilly
9-12 Gleneagles Court
Brighton Road, Crawley
West Sussex RH10 6AD
Contact: Ian Bell
Tel: 01293 565165
Email: ian.bell@bakertilly.co.uk
Web: www.bakertilly.co.uk |
Voted UK Pension Scheme Accountants of the Year 2009 and the Pensions and Investment Provider 2009, the Baker Tilly Pensions Group is highly regarded throughout the industry and is a coordinated national group, with a network of offices across the UK.
We advise nearly 1,000 occupational funds, the largest of which has assets of £7billion and our specialism extends beyond the compliance needs of audit and accountancy into the more sector-focused aspects of the pensions industry, including assisting trustees with risk and governance reviews. Baker Tilly also has a specialist covenant assessment services team who advise the Trustees of defined benefit schemes on deficit recovery and the ongoing strength of the employer’s covenant (ReACT and FIT reviews).
Baker Tilly is proud to sponsor PensionChair, a dedicated network for Chairs of Pension Trustees and is the PMI's Accounting Specialist Industry Sector partner.
Member of: NAPF, PRAG and PMI
 
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Communications
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Ferrier Pearce Surry
London,
Cambridgeshire
Contact: Jon
Tel: 01883 342682
Email: jon@
ferrier-pearce.co.uk
Web: www.ferrierpearce.com |
To ensure your members understand their best options, you need a communications partner who knows how to deliver your messages
Ferrier Pearce combines consumer-focused techniques with internal marketing to create effective communication solutions. We recognise the value and importance of engaging employees and scheme members through stylish yet appropriate and appealing words, imagery and graphics. With engagement follows understanding of the often complex isses that need to be communicated.
STRATEGY | RESEARCH | CONSULTANCY | BRANDING | GRAPHIC DESIGN | EVENTS | WEB DESIGN | DIGITAL MEDIA
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Rubicon Benefit Communications
Call Peter on
01475 727717
or email
peter.mcinulty@
rubicon-benefit.com
www.rubicon-benefit.com
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Make sure your people are well informed about benefits – they are unlikely to value something they don’t understand.
Clear and effective communications help improve engagement, awareness, understanding and motivation. We’ll help you achieve your objectives with communications that get the right message to the right audience.
Rubicon has been delivering award-winning communications for over 10 years, combining strategic planning with jargon-free writing and striking design.
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Employee Benefits Advisers & Actuaries
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Bluefin
47 Mark Lane
London EC3R 7QQ
0800 0745 300
Contact: Robin Hames
robin.hames@
bluefingroup.co.uk
www.bluefingroup.co.uk
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Whether you are an employer, trustee or employee, you need confidence that the advice and expertise you receive is from an independent consultancy that can demonstrate integrity and a clear understanding of what is appropriate and available in the market. With offices across the UK, Bluefin has local knowledge, the specialist resources, expertise and understanding to help you cope with these challenges.
Corporate Adviser Firm of the Year 2009 |
HSBC Actuaries and Consultants Limited
36 Ridgmont Road,
St. Albans,
Hertfordshire AL1 3AB
Contact: Simon Hazeldine
Simon.hazeldine@hsbc.com
Tel: 01727 775 000
Fax: 01727 775 100
Web: www.hacl.hsbc.com |
HSBC Actuaries and Consultants Limited is a leading UK consultancy providing independent advice for pensions and business. We are a wholly owned subsidiary of the HSBC Group, one of the world's largest financial organisations.
Our core business is the provision of employee benefits and actuarial consultancy services, and administration services. This involves advising trustees in connection with the running of their scheme and providing expert advice to employers on all aspects of employee benefit matters. We are also able to provide high quality financial advice to individuals, a service in ever increasing demand.
We appreciate the importance of providing advice that recognises the complex interaction and conflicts that can sometimes occur between pension scheme trustees and employers. In addition, the services we offer are available as a whole or, as is becoming increasingly common separately, depending on your needs.
For more information, please visit our web site www.hacl.hsbc.com |
ALEXANDER FORBES FINANCIAL SERVICES LIMITED
Leon House
233 High Street
Croydon
CR9 9AF
Tel: 020 8686 0660
Fax: 020 8681 4093
Web: www.alexanderforbesfs
.co.uk
E-mail: pacontact@aforbes.co.uk
Contact: Robert MacGregor |
We offer a full range of consultancy services to companies, trustees and
individuals, and specialise in design, communication and management of pension (DB and DC) and employee benefit schemes.
Our complete range of specialist services include:
• Actuarial
• Scheme Administration
• Trustee Services
• Investment : (scheme and member)
• Taxation
• Retirement Planning
• Wealth Management
• EB Package Design
• Flexible Benefits / Salary Exchange
Our dedicated consultants specialise in providing impartial, independent and bespoke advice, as well as practical help, to answer corporate and personal needs - easing the ever-changing regulatory burden for Trustees and Companies, as well as helping maximise return on investment for individuals through the professional expertise we can provide. |
Fidiciary Management
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Mn Services Investment Management UK
60 Cannon Street
London EC4N 6NP
United Kingdom
T +44 (0)207 002 1422
D +44 (0)207 002 1424
M +44 (0)7780 505 256
F +44 (0)207 002 1165
E colin.english@mn-services.com
W www.mn-services.com |
With a history dating back to 1947, Mn Services became an independent company in 2001, pioneering fiduciary management services in the Dutch market.
Mn Services manages over GBP 50 billion for more than 20 pensions schemes. In 2008 Mn Services established a London office offering full fiduciary management services to UK pension schemes.
Mn Services, being owned by pension schemes, is uniquely placed as a strategic partner to support trustees and corporate sponsors in the development and implementation of investment strategy in a dynamic and integrated way.
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Investment Managers
Back |
M&G Investments
Laurence Pountney Hill
London EC4R 0HH
Tel: +44 (0)20 7626 4588
Fax: +44 (0)20 7548 3419
Email: info-uk@mandg.co.uk
Web: www.mandg.co.uk/
institutions
Contacts:
Bernard Abrahamsen
Head of Institutional Sales and Marketing
bernard.abrahamsen@
mandg.co.uk
Andrew Swan
Director, Fixed Income
andrew.swan@mandg.co.uk
John Atkin
Director, Fixed Income
john.atkin@mandg.co.u
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M&G Investments is the investment management division of Prudential plc. We are one of Europe's leading active asset managers and our expertise is built on 75 years of managing investments.
Within our institutional business, we manage both public and private debt for pension funds, insurance companies and other institutional clients. Our segregated fixed income business manages traditional government bonds, corporate bonds and aggregate mandates, and credit remains our core capability.
However, we are firmly committed to offering a diverse range of products to institutional investors and have invested significantly in our resources to be specialists in this area. We continue to be at the forefront of developments in the private debt and structured credit markets and have considerable expertise in more "exotic" fixed income asset classes.
We have successfully delivered these opportunities to institutional investors and aim to maintain this commitment, whatever the prevailing market conditions |
Mortality Screening
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PNB Data Information Services
Creek House
75 Haliburton Road
St Margarets
Middlesex
TW1 1PD
Contact; Christina Wedge
Tel: 020 8816 8840
Fax: 020 8891 0813
Email: info@pnb.uk.com
Web: www.pnb.uk.com |
PNB, established in 1998, is part of the Mortality Manifest Group and performs mortality screening for over 200 pension funds and searches over 1,000,000 records annually for unreported deaths.
PNB has built up its client base due to:
• Accuracy in identifying deaths - Independent tests have shown that PNB will find at least 98% of your unreported deaths.
• Preciseness in identifying deaths - over 50% of the records we return will be confirmed deaths.
• Completeness of data - Our databases contain all registered deaths in England, Wales and Scotland from 1984 to 2008.
• Competitiveness in pricing - You will find our quotes very compelling.
• Alliances - We also work with re-insurers and have agreed with several major re-insurers that Certificates of Existence are not required for companies / schemes that uses our services on an annual basis. |
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Payroll Solutions
Back |
sortingcodes.co.uk
Daniel Hamill
T: +44 (0) 1342 335553
F: +44 (0) 1342 335638
E: sales@sortingcodes.co.uk
W: www.sortingcodes.co.uk |
Instant access to the latest data with sortingcodes.co.uk
Access reference data in one single resource with sortingcodes.co.uk. Find up-to-date UK clearings information online, to improve your payments processing.
Refer to sortingcodes.co.uk to accurately and efficiently:
• Set up direct debits and standing orders • Pay salaries and pensions
• Check BACS queries l Process suppliers' bills
Contact us for your sortingcodes.co.uk trial!
Enjoy monthly updated information and discounted subscription rates for multiple users with sortingcodes.co.uk. Alternatively, opt for sorting codes electronic and receive UK clearings information as a raw data file, with cost-effective networking solutions. |
Pensions Administrators
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Hewitt Associates
6 More London Place
London SE1 2DA
Contact: Paul Devitt
Tel: 020 7939 4000
Fax: 020 7939 4411
Email:paul.devitt@hewitt.com
www.hewitt.com/uk |
Hewitt Associates is a global human resources outsourcing and consulting firm. Hewitt provides services in the following areas:
• Pensions & actuarial services
• Benefits & Pensions Consulting
and delivery
• Communication of benefits solutions
• Strategic investment consulting
• HR and benefits outsourcing
• HR strategy and technology
• Organisational change
• Talent and reward strategies
• The company provides services from
11 offices in seven locations in the UK |
JARDINE LLOYD THOMPSON
BENEFIT SOLUTIONS
6 Crutched Friars
London
EC3N 2PH
Telephone: 020 7528 4444
Web: www.jltgroup.com |
Our services include:
• Full outsourcing or co-sourcing flexiblity
• Emphasis on clear communication with scheme members
• Profund and Cashfac technology
• Leading risk management processes from a major plc
• ISO 9001:2000 approved services
• Internet and web-based communications
To find out how Jardine Lloyd Thompson can help you achieve a higher standard scheme administration and communicate the benefits, please contact us. |
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ReSource
58 Uxbridge Road,
London W5 2ST
Michael Peacock, Sales Director
tel: 020 8799 1210
fax: 020 8799 1201
e-mail: michael.peacock@
oval2.theovalgroup.com
website: www.resourcepensions.co.uk |
ReSource is a division of Oval Financial Services Limited, whose predecessor companies have been providing pensions administration and consultancy services for over 40 years.
ReSource specialises in providing Third Party Administration and Consulting services to clients in the Private sector. It is part of the expertise in Oval Financial Services' Employee Benefits division,
which also includes ReWard Consulting, Flexible Benefits, Risk and Healthcare solutions.
We use the latest web-based technology based on Profund software, enabling us to offer high levels of customer service.
Our charges are based on a competitive fixed rate scale, dependant upon the complexity of the scheme and the number of lives. These are very good reasons to discuss your requirements with us. |
Watson Wyatt Limited
Westgate
120-130 Station Road
Redhill, Surrey RH1 1WS
Clive Witherington
01737 273860
clive.witherington@
watsonwyatt.com
Steve Kortens
01737 273898
stephen.kortens@
watsonwyatt.com
Tel: 01737 241144
Fax: 01737 241496
www.watsonwyatt.com |
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Pension Administration or Third-Party Administrators
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 THIRD PARTY ADMINISTRATORS
Michael Kirk & Partners Ltd
8th Floor, Corinthian House
17 Lansdowne Road
Croydon, Surrey, CR0 2BX
Contact details:
Steve Goddard
Phone: 020 8603 3700
Fax: 020 8649 8831
Email: steve@mkpltd.co.uk
Web: www.michaelkirk.co.uk
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For 2009 we have launched a new product that GUARANTEES to reduce your Administration Fees and negates any time/cost or transactional costs!. With over 20 years TPA experience you will be in safe hands with Michael Kirk & Partners Ltd especially now that we have just won the AAF 01/06 accreditation. As an independently owned company we offer a truly personal service via our team of "Pension Managers", all of whom are dedicated to providing a first class service combined with fast and accurate turnaround times. As a Group, we continue to expand, offering IFA advisory services, Group Risk broking and claims service, together with Flex & Total Rewards Solutions.
Authorised & Regulated by the Financial Services Authorit |
Pensions Administration Systems
Back |
aquilaheywood
Aquila House
35 London Road
Redhill,
Surrey
RH1 1NJ
Contact: Chris Connelly
Tel: 01737 859 859
Fax: 01737 857 191
Email: marketing@aquilauk.co.uk
Web: www.aquilauk.co.uk
www.heywood.co.uk |
Expertise - Quality - Delivery
aquilaheywood, comprising aquila and heywood, is the leading supplier of pensions administration software solutions in the UK. We have a strong presence across all sectors of the pensions market with unparalleled product coverage:
• 200 clients
• 48 of the 100 largest schemes in the UK
• Number one provider to the public sector
• Pension schemes for over 9 million members are run using our systems
• DB, DC, Hybrid, Group and individual business |
Contact Details
Ian Dowler or Steven Donkin
Procentia Limited,
2 Riverside Court,
Riverside road,
Bath. BA2 3DZ.
www.procentia.co.uk
enquires@procentia.co.uk
01225 444818 |
One Vision • One System • One Choice
IntelliPen is an innovative benefit administration system designed to support a modern pensions office, including workflow and automation of pension processes. Built upon our proven IntelliSite and IntelliCalcs™ framework, IntelliPen uses industry standard technologies to create a flexible thin-client solution that is both powerful and easy to use
Visit our website at www.procentia.co.uk for more information on our products and services |
Profund Solutions Limited
100, Victoria Street
Bristol
BS1 6HE
Contact: Steve Bird
Tel: 0117 9278400
Fax: 0117 9278500
E-mail: steve.bird@profund.com
web: www.profund.com |
Profund Solutions have a client base of over 250 in-house and third-party administration users. We offer pension administration software systems, as well as a wide range of services, including consultancy, training, mortality screening, and data health checks.
Our P3 and oPen administration systems, as well as our Aviary accounting software, comprise all of the processes and functionality required by pensions administrators, whether running a DC, DB or Hybrid scheme.
Profund also offers:
• Clarity (for web-based member access)
• Aviary (financial management system for pension-fund accounting)
• Administration Consulting
• Operational Reviews
• Data Validation checks
• Mortality Screening
If you would like to find out more about the services and products Profund offer, please contact us at the address above. |
Pension Consultants, Acturaries and Administrators
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PREMIER PENSIONS MANAGEMENT
Paul Couchman
Managing Director
Premier Pensions Management Limited
Capital Business Centre Units 14 & 15
22, Carlton Road
South Croydon, Surrey
CR2 0BS
paul.couchman@
premierpensions.co.uk
Tel: 0208 916 2129
Mob: 07711 044015
Web: www.premierpensions.co.uk |
Established in June 2003 to challenge the status quo and offer a different approach to operational pension plan management, Premier Pensions Management has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met.
The latest technology is used by our administration and actuarial teams to provide market leading services focussed on providing high quality services efficiently at very competitive cost.
Premier Pensions Management can work on a specific short term assignment and/or work with you in the long term management of your pension plan. |
Property Services
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Contact:
Christopher Cooper
DTZ Investment Management Ltd
One Curzon Street
London W1A 5PZ
Telephone: 020 7643 6359
Fax: 020 7643 6433
Email: christopher.cooper@dtz.com
Web: www.dtz.com |
DTZ Investment Management Ltd offers the full range of discretionary and advisory fund management services in both the direct and indirect property markets.
We have managed portfolios for pension funds for over 40 years and have a strong and consistent record of outperformance including winning the Estates Gazette Investment Award for best performing large pension fund property portfolio for 2001-2006 and 2008 and the 10 year risk adjusted return award in 2007 and 2008. |
SIPP Providers
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Dentons Pension
Management Ltd
Linden House, Catteshall Lane
Godalming, Surrey
GU7 1LG
Contact details: Martin Tilley
Phone: 01483 521521
Fax: 01483 521515
Email: enquiries@
dentonspensions.co.uk
Web: www.dentonspensions.co.uk |
With our excellent bespoke service, fully flexible SIPP accepting the widest range of HMRC acceptable investments, it is no surprise that Dentons are emerging as the SIPP Provider of choice. Independently owned and backed by substantial assets, we continue to expand, offering a high standard of service to IFAs and their clients through one to one relationships with our dedicated & experienced consultants and administrators.
Authorised & Regulated by the Financial Services Authority |
Tracing Companies
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PNB Data Information Services
Creek House
75 Haliburton Road
St Margarets
Middlesex
TW1 1PD
Contact; Christina Wedge
Tel: 020 8816 8840
Fax: 020 8891 0813
Email: info@pnb.uk.com
Web: www.pnb.uk.com |
PNB, established in 1998, is part of the Mortality Manifest Group and performs mortality screening for over 200 pension funds and searches over 1,000,000 records annually for unreported deaths.
PNB has built up its client base due to:
• Accuracy in identifying deaths - Independent tests have shown that PNB will find at least 98% of your unreported deaths.
• Preciseness in identifying deaths - over 50% of the records we return will be confirmed deaths.
• Completeness of data - Our databases contain all registered deaths in England, Wales and Scotland from 1984 to 2008.
• Competitiveness in pricing - You will find our quotes very compelling.
• Alliances - We also work with re-insurers and have agreed with several major re-insurers that Certificates of Existence are not required for companies / schemes that uses our services on an annual basis. |
