Scheme Review Case Study
BRINGING TO LIFE THE POTENTIAL BENEFITS
Regularly reviewing your workplace pension scheme arrangements could be beneficial to you, your employer clients and their employees
Scheme Profile
- 100 scheme members
- £280,000 annual premium – made up of £175,000 employee and £105,000 employer contributions
- £1.9m assets under management
Current pension arrangement
- £100 per month employer fee
- 0.75% total annual fund charge (TAFC)
- Not on salary exchange
- Investments have not been reviewed since 2016