Actuarial Services
We can solve your pension problems.
We pride ourselves on the level of our service and, as a smaller consultancy, every one of our clients is very important to us.
For further information about our services please contact Peter Whitehead, Actuary:
Tel: 0113 259 3590
Email: enquiries@bartlettgroup.com
To download the Bartlett Actuarial Services brochure, please click on the icon at the bottom of the page.
Bartlett Actuarial Services offers a full range of actuarial, consultancy and administration services to both trustees and employers in respect of defined benefit (final salary) pension schemes.
We deliver high-quality advice at a cost significantly below that of the larger pension consultancies.
How we can help
The Employer:
Defined benefit schemes are expensive to operate, and can involve high levels of risk to the company. In many cases, for older established firms, the pension scheme can be larger than the company.
We can help employers with actuarial services by reviewing the structure and operation of their schemes to ensure that both costs and risk are minimised.
Action that can be taken includes:
- Review of benefits provided
- Risk reduction exercises
- Changes to investment strategy
- Partial buy-out of scheme benefits
- Use of a 'contingent asset'
The Trustees:
It is important that not only is a scheme well run, but that it can be seen to be well run. This is particularly important given the Pensions Regulator's increasing focus on scheme governance. It is an important part of our role as actuarial advisers to trustees, to help them comply with these requirements.
We also aim to help trustees through the complex financial issues associated with defined benefit schemes by providing easily understandable advice on issues such as scheme funding and investment strategy.
We can provide a competitive proposal for trustees thinking of changing advisers in any of these areas.
Other relevant services:
- Business Insurance
- International Business Insurance
- Investment Management Insurance
- Credit Insurance
- Risk Management Solutions
- Autoenrolment
In the UK we have a head office in Leeds and an office in London.
