Pensions Accountancy Services

Our services for Trustees

  • Year end accounts preparation
  • SORP disclosure requirements
  • Chair’s Statement, required in Defined Contribution Schemes
  • Trustees’ Report disclosure requirements

As Trustee of a Pension Scheme, you need technical expertise to help you implement your legal requirements. New legislation continues to emerge, and it is difficult to stay current with the changes to ensure that you are fulfilling your reporting obligations.We have extensive experience in assisting Trustees in all aspects of accounts production, disclosure requirements and the maintenance of underlying records in an efficient and cost-effective way.

Chair’s statements must now be included in the annual report of Defined Contribution Schemes. We can assist you in compiling these statements so that your Chair can meet the new, exacting standards.

We can assist you with all aspects of the new disclosure requirements resulting from the revised SORP and FRS102, and keep you abreast of further changes. Our position as Chair of the Pensions Research Accountants Group, and our involvement with the SORP and Investment Association working parties puts us at the forefront of industry developments.

You benefit not only from our specialist pension’s technical knowledge, but also our wider expertise with our Business Solutions and other teams. We provide a hand-picked team to ensure your needs are met thoroughly and compliantly.

We work with:

  • Defined Benefit Schemes
  • Defined Contribution Schemes
  • Hybrid Schemes
  • Common Investment Funds
  • Schemes in a PPF assessment period
  • Ear-marked Schemes
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GDPR for UK Pension schemes: making things happen

Risk | Pension funds
Trustees and pension professional must act now: we offer three-step guidance.
2 Nov, 2017

Change to VAT treatment of pension fund management charges

VAT | Pension funds
New charges to DB schemes will be subject to VAT from 1 January 2018. Time to discuss with your suppliers and what changes this will mean.
6 Oct, 2017
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