Client Management

We recognise that your Employee Benefit Plan is likely to be one of your highest spends and protects and rewards one of your business’s main assets - your employees.

Our prime client management focus is in ensuring that your pension plan and employee benefits provide you and your members with the very best levels of performance, cost effectiveness and relevance. To do so we continually;

• Review pension fund performance
• Monitor administration effectiveness
• Check fund management charges
• Maintain relevant and effective communication programmes and methods
• Carry out benefit re-broking

In the wider context of the plans effectiveness we also provide the following services;

• Corporate and Pension Trustee governance
• Peer group comparisons
• Training and advice on legislative and technical developments
• Financial planning & education

We will not hesitate to recommend changes to your plan or its management arrangements if we feel it necessary to do so to maintain its relevance and effectiveness.

All our corporate clients have a dedicated client manager appointed to them who has responsibility for our service delivery.

Creative Benefit Solutions improved the quality and efficiency of the scheme management and provided the trustees with wider investment options coupled with a reduction in cost.