In accordance with recent guidance on record-keeping, as supplied by The Pensions Regulator, all pension trustees have a current need to focus on the quality of the member data that they hold. Where applicable, a data cleansing plan needs to be in place.
Our goal is to eradicate the risk caused by inaccurate or incomplete data. For you, cleansing your pension data will improve the quality of the information that you hold.
In each occupational scheme, the trustees are faced with problems relating to overpayment or continuing payment of pensions after the death of the pensioner member.
In addition, the volume of untraced members, especially in relation to deferred member records can be a headache.
Our services are specifically designed to ensure that members can be identified and verified at the address stated on your records or traced to a new address.
Our periodic Mortality Screening programme can help eradicate the problem of overpayments or fraud as a consequence of the death of a member by providing the trustees with the relevant data as to the death by regular screening, rather than being dependant on a representative contacting the trustees to advise of a death.
As innovative industry leaders we are able to offer a bespoke offering for you and your customers. Essentially we identify assets, trace their owners, and give back control of these funds. Elements of the process, which you can select depending on your needs, are as follows:
For further details of our services, or to discuss your company’s specific requirements, please contact us or download our Mortality Screening and Deferred Member Tracing brochures.
22 St Johns Hill
T +44 (0)1732 748 157