Consultancy


 

System Selection

 

Choosing the correct software packages to best suit administration processes is a fundamental requirement in any business.

The complex nature of pension scheme administration means that selecting a suitable system requires a comprehensive procedure review and a high level of technical understanding. We can manage procurement projects for pension administration systems, pensioner payroll systems, accounting systems, workflow solutions, web applications and document management systems. In addition to this service, a business process assessment and existing system gap analysis can be provided to help maximise efficiency once the new system is implemented.

Third Party Administration (TPA) selection

 

Whether you are an In-House scheme looking to outsource your administration or Trustees conducting a TPA review, we can work with you in determining selection criteria and in choosing the best suited administrator.

Our services include the preparation of a Pre Qualification Questionnaire (PQQ), developing a scoring matrix, issuing Invitations To Tender (ITT), attending and reporting on presentations and presenting recommendations to Companies and Trustees.

 Business Development

 

Aimed primarily at TPAs, consultancy services incorporating market analysis, developing and managing sales campaigns, system demonstrations and proposal completion advice are offered to help grow your client base in an increasingly competitive market.

 

 

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