CORPORATE SOLUTIONS

Please find below a range of services Alexander Forbes Group can offer corporate clients.

We advise employers and trustees on all aspects of their pension and employee benefit arrangements. Our skills and experience across a broad range of areas can make a positive difference – be that through reducing the time and costs involved in managing a scheme or improving employee engagement.

DC Schemes

We have considerable experience advising companies on all aspects of their scheme from initial design and launch communications through to choosing an appropriate investment strategy and providing ongoing administration.

DB Schemes

For existing defined benefit (DB) Schemes, our range of services provides support to employers and trustees in managing all aspects of their scheme.

Health & Risk

Alexander Forbes Healthcare is a specialist division that consults with employers on the full range of group risk healthcare benefits available in the marketplace.

Wealth Management

Alexander Forbes Wealth Management can provide specialist advice to high earners and wealthy individual members within the pension schemes we manage.

The Annuity Bureau

Our services to pension schemes and their members fall broadly into two areas: providing research and brokerage for pension scheme assets and providing advice to scheme members about their options at retirement. We can also run scheme specific retirement seminars to educate your members.

The Drawdown Bureau

The Drawdown Bureau, is part of the specialist Alexander Forbes Wealth Management division that can advise your high earning or wealthy scheme members on all aspects of their financial planning.

We are happy to be appointed as sole independent trustee or included as part of the board of trustees so help is on hand to ensure all trustees can meet their own TKU responsibilities.

Trustee Training

Alexander Forbes Trustee Services has the skills and experience to help trustees to comply with the TKU requirement; to assess their knowledge and understanding, and to offer group trustee training sessions or bespoke scheme training, addressing knowledge gaps.

Insolvency Practitioners

With over 30 years experience of working closely with Insolvency Practitioners and business recovery specialists in dealing with pension schemes, we are able to offer a range of services designed to limit involvement and minimise the overall expense.