Pension Consultancy

Effective Consultancy is the key to a successful relationship. Our Consulting Service includes the following:

	Investment advice to trustees and sponsors of pension schemes

	Scheme Registration, Data Protection Registration, Revenue and Contracting Out requirements

	Advice on technical issues, new developments in law and in pension scheme practice

	Advice on formal documentation

	Communication with members including annual staff meetings, if required and telephone or written queries from members

	Preparation for, attendance at, and draft minutes of Trustees meetings

	Assistance with regulatory matters such as Pension Scheme Registration, Data Protection Registration, Revenue and Contracting Out requirements

Pension Administration

Sovereign has a considerable amount of experience in the pension administration market and realises it is a major element of remuneration for employees and a major weapon in recruiting and retaining staff. Our excellent service provides:

	Dealing with all member queries

	Continuous maintenance of member records, including ex-members

	Provision of Annual Benefit Statements

	Provision of standard forms and letters

	Provision of administration reports

	Calculation of entitlements and Revenue limits

	Payments from the fund

	Implementation of agreed benefit augmentations for members

	Administering Pensioner Payroll

Additional Services

Sovereign offers a wide range of services to ensure a complete Pension Administration solution including:

	Actuarial Services

	Accounts & Audit

	Pensioner Payroll

	Death In Service

	Income Protection Insurance

	Private Healthcare