Solutions for Trustees and Sponsors of Pension Schemes

Helping you manage your pension scheme with simple and clear advice.

Helping you manage your pension scheme with simple and clear advice. At Broadstone, we help trustees, sponsors and scheme members navigate the complex world of pensions.

The foundation of this approach is expertise – we specialise across every area that your scheme may require over its life. From ongoing scheme governance, administration and investment, to planning and securing the scheme with an insurance company.

We deliver advice in a clear and accessible way so that clients fully understand their choices and make confident decisions. We believe in supporting a collaborative approach between trustees and employers to help secure everyone’s goals.

We offer clients and scheme members technology services, much of which has been developed in-house to better meet our clients’ needs. We use technology to enhance our advice and quality of service; but importantly clients can speak to an adviser or administration expert whenever they need us.

Our approach helped us become a trusted adviser to all sizes of pension scheme. We were voted the UK’s best third party administrator by clients, with scheme memberships from as few as 5 people to as many as 5,000.

Trustee

Meet Sirius, our Actuarial and Investment Software

Sirius allows us to provide integrated actuarial and investment advice to trustees and sponsors of defined benefit schemes. We base this advice on the real-time information we get from Sirius regarding the funding level of your scheme and your scheme’s end-game objectives.

How we can help

Pension Administration

Highly efficient pension administration is the backbone of every organisation and at Broadstone we place considerable investment, time and attention to this area of pension service. Using pension administration software and systems to ensure we give the most effective and efficient pension administration service to all our clients, we really take the stress and time out of this aspect of pension management.

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Actuarial and pensions advice for trustees

Broadstone offers trustees support from a range of defined benefit (DB) and defined contribution (DC) pension specialists, from actuaries to pension consultants and scheme secretaries. We work together to ensure your pension scheme is run in line with best practice and the right steps are taken to work towards your long-term funding target.

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Actuarial and pensions advice for sponsors

Broadstone offers a full range of services to help sponsors manage their pension obligations efficiently, delivered by specialists in pensions strategy, de-risking, member options and the pensions implications of corporate restructuring.

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Investment advice for pension schemes

Broadstone works with trustees and sponsors to help them with all aspects of their pension scheme’s investment strategy. We use our independent position in the market to create bespoke investment strategies that clearly link back to our clients’ objectives.

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Sirius – integrated actuarial and investment software

Sirius allows us to provide integrated actuarial and investment advice to trustees and sponsors of defined benefit schemes. We base this advice on the real-time information we get from Sirius regarding the funding level of your scheme and your scheme’s end-game objectives.

More information

Need more help? Contact us today.