Retaining A Sustainable DB Scheme

Retaining A Sustainable DB Scheme 16 January 2022 Key Facts Client Wexford based, long established manufacturing company with 200 employees What they needed help with Retaining a sustainable DB scheme & help developing and implementing a solution to the issues faced. Service(s) we provided: Intensive communications programme with staff Several meetings with staff Results achieved…

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Review of Investment Mandate

Review of Investment Mandate 16 January 2022 Key Facts Client Defined Benefit Scheme’s Trustees What they needed help with Review of investment mandate Service(s) we provided: Review of current scheme and consultation on revised solution Communications plan devised and rolled out Customised quarterly report for Trustees which: Summarises the investment holdings and performance Reviews the…

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Help for pre-retirement cohort

Help for pre-retirement cohort 16 January 2022 Key Facts Client Large Mid-Western based employer with several hundred employees What they needed help with Help employees approaching retirement Service(s) we provided: On-site presentation and advice sessions for employees in groups One to one meetings at age 55 and at retirement age Results achieved Positive client and…

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