Workplace pension providers
We bring 100 years of experience and a fresh perspective to the workplace pensions market, helping ambitious clients develop richer, more robust offerings.
We serve some of the largest employers in the UK, giving us unique insights into the workplace environment. Combined with our data, our digital tools and our operational experience, our tailored consultancy can give you the competitive edge.
How we can help
As a trusted independent consultant we are rapidly expanding our capability. This now includes advising workplace providers on their strategy and providing leading edge technology solutions.
Contact Lee to find out how we can help you, or read on to explore our full range of Workplace Provider consulting services.
Digital Tools and APIs
Our combination of technology and consulting services provides you with a unique offering. We can deploy a suite of APIs across savings and retirement, provide data licensing through our Club Vita analytics tool and offer robust modelling through our Economic Scenario Service (ESS).
Our tooling capability allows you to enrich your proposition.
GO™ For Investment Pathways
Delivering a simple and robust Investment Pathways customer experience for your business
From February 2021, the FCA’s investment pathways rules will come into force. Under the new initiative, providers must offer consumers entering drawdown with four options on how they might use their pot with a suitable investment strategy for each one.
Competitive benchmarking
We can provide you with our independent view on the workplace environment and future trends. This can also include a detailed review of your existing proposition, its relative competitive position and how to enhance your proposition to win more business.
Proposition design
One of our core skill sets is being able to identify market opportunities, establish what consumer needs are not being met, and develop solutions to fulfil these needs.
We’ll help you set your strategic approach and then design the solution based on a broad range of capabilities, including workplace pension consulting, technology, UX design, and risk management.
These skills will ensure a clear competitive edge to your proposition.
Operational support
We can provide hands-on support to help drive projects through to completion. This may include: strategic leadership, subject matter expertise and project management.
We want you to be able to act with greater agility in responding to market opportunities and believe our knowledge and expertise allows you to do this.
Get in touch
If you would like to find out more about the services we offer please don't hestitate to get in touch.