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Pension and savings plans

We offer unrivalled flexibility, tailoring our services to suit your needs.

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A full suite of services

We’ve got over 20 years of experience in providing administration and trustee services for international retirement and savings plans. Our technical specialists can deal with everything from complex plan administration to investment matters and funding requirements.

Trusteeship

We will be the trustees of your plan and our dedicated operations team will provide regulatory reporting, bespoke periodic financial reporting and support for annual reporting and tax return filings.

Plan Administration

We’re experts in funded and unfunded plan administration and offer a programme for member engagement and communication. This ensures all participants remain engaged and informed of the benefits being offered to them.

Market Leading Technology

We provide all your reporting and information needs through our customisable and bespoke platform. We also provide a pensions and savings modeller that allows members to view potential future investments.

Governance

We have a solid level of trustee knowledge together with a clear understanding of the responsibility regarding investment monitoring and managing conflicts of interest. We work efficiently with the sponsoring employer and provide excellent member communication.

Compliance

Our dedicated operations team deals with all your regulatory reporting, conflict and sanctions monitoring, risk and audit processes, professional indemnity insurance, client due diligence and business risk.

Why choose us?

Specialists

Our team comprises of lawyers, accountants, ICSA and Step students and graduates, meaning a high-quality service and consistent approach. In addition to dealing with all retirement and savings clients, we’re instrumental in designing and implementing new approved international savings plan legislation in Jersey.

Expertise

We’re experts in pensions and savings administration. We have extensive experience of trustee responsibilities, legal issues, investment matters and funding requirements.

Governance

We have a solid level of trustee knowledge and clear understanding of the trustee’s responsibility regarding investment monitoring and managing conflicts of interest. We work efficiently with the sponsoring employer and provide excellent member communication.

Compliance

Our dedicated operations team deals with regulatory reporting, conflict and sanctions monitoring, risk and audit processes and procedures, professional indemnity insurance, client due diligence and business risk.