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Clare Owen has been a really excellent scheme secretary
A major problem with the pension fund needed skilled, constructive help - which was given!
Thanks for all your help!
Edwin’s working to ensure the other trustees get involved. Last year he took more of a leading role, which I was very grateful for. He is well organised and proactive. Feedback from external advisers has been good.
Jeremy Barnard ,
Imerys
​They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.
Paul Rudd,
Express Newspapers
They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.
Sally-Anne Borrill,
T-Systems

How to support employees with defined benefit (DB) scheme transfer requests

Topic:

Hot topic

Date published:

Monday, 27 September 2021

In this article for REBA, Kat Gruenewald explains some of the ways you can support employees with DB scheme transfer requests, including:

  • workplace financial education and guidance on retirement benefits and options
  • facilitating access to reputable independent financial advisers
  • wider financial planning workshops and presentations
  • flagging the real risk of pension scams, warning signs and their potential implications

Read more in Kat’s REBA article here.

 

 

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