 Group Pension Scheme Services
Prosperis acts as an Independent Financial Adviser to both the Employer and Employees on all aspects pf retirement planning.
Following a research process, Prosperis would select a Product Provider (Insurer) as preferred partners to administer the pension scheme and its funds usually within a fixed annual charge. For existing schemes, this may simply endorse your current arrangements or highlight areas where cost can be reduced and/or administration systems improved.
Prosperis Services Include:
- Independent market review and selection of pension provider
- Negotiation of provider annual management charges
- Advice on scheme design
- Independent advice to eligible members addressing:
- Affordability
- Retirement options
- Contribution levels
- Fund selection
- Administration
- Installation of electronic trading systems providing
- Automated member "sign-ups"
- "Real time" interaction between payroll and provider
- Accurate monthly allocation of premiums
- Designated HR access to all member details
- Individual member access to funds
- Calculation of "what if" scenarios for members
- Information source for non-members
- Individual financial reviews for all staff
Click here to use our Simple Pension Calculator
Click here to use our Advanced Pension Calculator
Click here to complete an Online Enquiry Form |
