Market trends
Friday, 13 October 2017
When a new client tells you internal controls is a critical issue, it was a surprise to find they didn’t have any form of business plan in place. This case study shows how our formal step-by-step process helped a defined benefit (DB) pension scheme establish a business plan which made it easy to manage.
It also proves that a clear business plan can relieve a lot of pressure on pension trustees, helping them to look ahead rather than struggle with compliance and budgeting.
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