A Full Range of Services for Isle of Man DC Pension Schemes
Occupational pension plans (also known as company or employers' pension plans), while provided and operated by the employer, often require external trustees and administration services. We provide Independent Trustee, Registered Schemes Administrator and general scheme administration services to such occupational DC schemes, as follows:
Independent Trustee
As an independent Trustee, our primary focus is the governance of your scheme, ensuring that member benefits are protected and managed in line with the best industry standards and expectations.
Professional Registered Retirement Benefits Schemes Administrator
For Isle of Man DC scheme we can fulfil the role of a Professional Registered Retirement Benefits Schemes Administrator.
Scheme Administration
We provide a full range of administrative services to company pension schemes, including (but not limited to) calculation of monthly contributions, allocation of contributions to individual member accounts, preparation of annual benefit statements and future pension projections, preparation of unaudited scheme accounts, attendance at trustee meetings and ongoing advice on scheme development, including information related to the current and upcoming regulatory and governance landscape related to the plans we support.
To discuss the services we can provide to your Isle of Man DC scheme, please contact the team.
