Advice to Trustees

Guiding Trustees towards better defined benefit scheme management



By combining cutting edge technology with tailored expert advice, Spence is able to equip trustees with the necessary resources to more easily manage their defined benefit (DB) scheme towards its ultimate goal. With Spence, trustees can now receive:

  • automated daily administration and actuarial calculations;
  • a clear and closely monitored funding and investment strategy;
  • a known fixed fee for core services.

We call it the Spence Approach, and this award-winning solution is changing the way trustees manage their pension funds.

All scheme functions are managed and integrated on our single, proprietary web-based platform, Mantle, to give you complete transparency.

Instead of spending money on number crunching, your budgets can now be better spent on analysis and developing actionable solutions.

Spence has over 15 years’ experience in advising final salary pension schemes and provide a wide of range services, from ongoing scheme management, funding and investment strategies to data rectification and buyout exercises.

PATHWAY

If you would like to find out more about the services we offer please contact Alan Collins, the Head of our Trustee Advisory practice, he would be happy to help. Alternatively you can watch our Spence Approach video or click on the above icons for further information.

“Spence were able to offer a service that not only introduces efficiencies but brings together the most important aspects of our scheme activity on a platform that we can monitor in line with our strategic goals.”
Luke Wren – Director of Business Development, Leightons Opticians