Corporate Retirement Plans

 

 

  • Funding options (Qualifying Earnings or Certification)
  • Scheme structure and design
  • Guidance on selection of Default funds
  • Selection of appropriate provider
  • Assistance with scheme installation
  • Day-to-day administration
  • Scheme Governance (including meeting structure design, attendance, and taking minutes). Themes typically include:
  • Provider - Updates and Development
  • Provider  - Default fund performance
  • Management Information - Details of any complaints or service issues during the period; update on any scheme membership changes; confirmation that contributions made correctly
  • General pension issues update (e.g. any forthcoming changes or consultations)
  • Areas where services can be improved
  • An assessment of any risk issues (e.g. if provider service does not meet standards, the risk this poses to employer and scheme members)
  • Any other business

 

  • Assistance with employee communications:
  • Group presentations
  • 1-2-1 pension surgeries
  • Preparation of customized employee benefit packs

 

  • Independent review of existing arrangements
  • Pension legislation and market updates

 

 

OUR SERVICES

LEARN MORE ABOUT CORPORATE RETIREMENT PLANS

 

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In2Matrix (UK) Limited is an appointed representative of In2Planning Limited, registered in Scotland, registration number No SC181076. Registered office - 36 Church Street, Inverness, IV1 1EH.

Authorised and regulated by the Financial Conduct Authority. FCA 456198