Consulting
Governance and secretarial
We partner with our clients to offer flexible and cost-effective pension trustee services with solutions to your governance and secretarial needs. Our expert team will guide you through the complete legislative and regulatory requirements, ensuring you have a robust governance framework in place. And our tools and technology – developed specifically with our clients in mind – will provide you with everything you need to plan for deadlines and achieve your targets.
Solutions
Echelon+ inclusive DB governance
Echelon+ inclusive DB governance
Echelon+ brings together the best of Buck’s award-winning trustee services, working as one solution, to help you reach your objectives quicker. Supported by centralised governance and independent oversight, our solution combines the efficiencies of a master trust with the retained ownership of your scheme’s strategic direction; and all for a single fixed fee.
Learn more : Echelon+ inclusive DB governance
DC consolidation toolkit
DC consolidation toolkit
Buck’s DC consolidation toolkit provides support to trustees and employers across the end-to-end consolidation process, offering access to truly independent advice and efficient solutions which can be tailored to your scheme-specific strategic objectives, helping you achieve a positive long-term outcome for both employers and scheme members.
Learn more : DC consolidation toolkitTrustee secretarial services
We can help you manage the logistics of your trustee meetings, helping them to run efficiently and effectively. Our proprietary and innovative e-meeting pack solution creates meeting papers as a colour-coded, easy to navigate, single electronic document, ensuring the best use of your time, and a smooth meeting experience.
Effective scheme governance
Effective scheme governance
Our award-winning governance toolbox assesses your trustee board’s governance needs, using a simple four-step process to deliver a comprehensive review of all aspects of your governance structure. Addressing the key challenges faced by trustees, our toolbox helps you to deal with these effectively, meet governance standards, and ultimately deliver better outcomes for your members.
Learn more : Effective scheme governanceGlobal plan management
Our proprietary online global plan management portal, Global Vision, allows you to store and share pension plan data and information in a secure environment, fully compliant with the GDPR requirements. It can also host all your pension plan documents for easy and fully searchable access at any time. Our online calendar is a powerful way to manage your key dates and events, ensuring no deadlines are missed.
Online illustrative transfer values
Online illustrative transfer values
Defined benefit pension plan members often seek detailed information about the value of their benefits. With online illustrative transfer values – available through our bEngaged™ member portal – plan members have instant access to the value of their benefits, at a reduced cost to you.
Learn more : Online illustrative transfer valuesDedicated defined contribution (DC) plan support
Our team of specialist DC consultants ensure your plan remains compliant and maintains an ongoing focus on achieving good member outcomes. We’ve developed a range of tools to help you assess the value of your pension plan for members, produce a timely, quality Chair’s statement, and publish suitable online information to keep your members fully informed.
Covenant consulting
Covenant consulting
We provide covenant analysis to trustees and sponsors of U.K. pension schemes. Our bespoke service addresses the individual needs of each client and circumstance, be it a triennial valuation, corporate transaction, or scheme event. Our covenant consultants work together with our actuaries and investment consultants to present trustees and sponsors with holistic advice across all dimensions of risk.
Learn more : Covenant consulting