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Deferred compensation plans

Our experts provide trustee and administration services for deferred compensation plans. We’re experienced in managing complex and high-value plans, in heavily regulated environments.

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Specialist support for your plan

Managing the complex reward scheme requirements of a growing firm can quickly become unwieldy for in-house functions. Co-ordinators are expected to manage these highly sensitive schemes on top of other duties, ensuring data is accessible and accurate for a constantly evolving workforce while staying compliant with ever-changing regulatory and reporting requirements.

We’ve got everything you need under one roof. As well as being an administrator, we’re a leading professional trustee with a strong focus on governance. If record-keeping and administration support is all you need, we can provide that, but we can also help you invest in underlying funds to create a fully-hedged plan too.

Why choose us?

Support

We can look after every aspect of your deferred compensation plan in-house, from taking the advisors’ brief and helping design the plan, to implementation, project management and reporting.

Expertise

Our specialist team is made up of accountants, lawyers, tax advisors, company secretaries, trust practitioners, and ICSA and STEP students and graduates – all the expertise you need to ensure your plan stays legal, compliant and best in class.

Simplicity

Our Classic Awards portal is an easy way for participants to access detailed reporting of their accounts and plan awards. They can compare their original bonus allocation to the value of their fund today and track performance over time. They can even access reports, documents and notices on-demand via our secure app.

Streamline

The Classic Awards portal makes it simple for your company coordinators to manage documents at every level – from a consolidated company view right down to individuals. The reporting function provides detailed, accurate and consistent information to assist you with your internal and regulatory reporting requirements, as well as financial and tax reporting, and HR award summaries.

Understanding

We know that reward schemes are key for retaining top talent. That’s why your participants will be able to pick up the phone and deal directly with one of our experts. Our team has the knowledge and expertise to give them the answers they need, no matter how nuanced.