Designing options and support that are a win-win for members, trustees and sponsors alike.
Transforming how your members view their benefits.
Our skill lies in finding options that thoughtfully fit your members’ personal circumstances. This ensures they value the benefit more than the standard options in your scheme. From years of experience advising on exercises of all sizes, we recommend that schemes always focus on a few carefully selected choices. These should give members genuine flexibility, while providing comprehensive support so they can make an informed choice.
Increasing options and support for members also allows schemes to benefit from reduced liabilities. For this reason, member options are an important part of many schemes’ journeys – typically reducing the timeframe to endgame by a year or more.
Advised on implementation for 250+ member options projects
Knowledge working on exercises of all sizes, including the UK’s largest with c120,000 members
One of only two consultancies represented on the Incentive Exercises Monitoring Board
Clear advice and smooth implementation from a dedicated working group
Market-leading technology to help members understand their options
How we can help you
At the forefront of change
Even with our extensive experience, we bring our clients fresh thinking with each new project.
Our team has been a market leader in member options for over 15 years. In that time, we’ve been involved in many of the largest projects, pioneering developments such as the reinvigoration of Bridging Pension Options. This includes advising on BT’s pension schemes: the largest ever, and award-winning, exercise for 120,000 members.
Clients also benefit from our joined-up approach. If required, Premier Wealth Planning can provide members with independent financial advice on their options within the scheme and on transferring out.
Get in touch to find out more
Partner & Manchester Office Head