With over 30 years experience in operating and building SIPP & SSAS businesses our consultants bring an unrivalled expertise to help your business.  In the specialist and heavily regulated area of self-invested pensions we deliver client focused, regulatory sound, profitable solutions to the many challenging issues that companies face today.  Some of the areas we have helped companies with are:

  • Restructuring business operations across multiple offices in order to improve client service and business profitability.

  • Reviewing departmental processes and implementing change in order to improve operational efficiency and client service.

  • Identifying and implementing IT changes that deliver efficiency gains and risk mitigation to the business.  

  • The development and implementation of a Risk Management Framework.

  • Setting up a Training and Development Department and implementing a Competency Assessment process and Performance Management Framework.

  • Implementing new business services that improve client service and mitigate the risk of regulatory breaches for both the client and the company.

  • Developing new product Terms and Conditions for new service propositions and the changing regulatory environment.

  • The development of non-standard investment initial due diligence processes and the on-going monitoring processes required by the regulator.

  • Complaint handling training and route cause analysis identification.

  • Acquisition due diligence for SIPP company consolidation.

  • Standardising outputs in order to reduce errors through manual adaption to documents.

  • Driving process changes in order to help companies move towards a paperless operation that provides cost saving to the company and helps with the environmental impact.

  • Implementing scanning and document management solutions.

Please contact us if you think we may be able to help you with any aspect of SIPP & SSAS business operations, risk / compliance, new products and new service lines or mergers and acquisitions.  We are more than happy to discuss any business matter without any obligation.