Our Services For Pension Schemes

Our services for pension schemes (and their associated employers) can be extensive, depending on need. They fall into two broad areas:

·        Providing research and brokerage for pension scheme assets being used to provide retirement benefits.

·        Providing advice to scheme members about their options at retirement.

Research & Brokerage:

This service is provided to help ensure that money purchase scheme trustees can meet their obligation to get the best possible deal for their members, and, to ensure that final salary schemes choosing to use annuities do so at the minimum cost. This service can be tailored to the individual requirements of any pension scheme type. The costs of this service are variable depending on the complexity of each case.

Advice for Scheme Members

This service is provided to help scheme members maximise their pension benefits.

And thereby of course, assist employers and trustees in the shared goal of better education and better value from their investment in the pension scheme. That is, we believe that by appointing The Annuity Bureau to provide scheme members with advice on their options at retirement, the benefit of being in the pension scheme will be further brought home. This will help to endorse the value of the scheme, which will reflect well on the scheme trustees and the employer.

The Annuity Bureau advise on all types of UK pension schemes, and our advice can help your scheme members maximise their total pension benefits, including any retained benefits.

For further information, including registration details, please contact Georgina Denny (Business Development Manager) or Peter Magliocco (Associate Regional Director) on 0845 602 6263. You can also contact us via email.