Adviser Oversight

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Are you confident your pension scheme advisors are delivering good value for money without compromising on effective, high-quality services?

ZEDRA understands that one of the many challenges facing pension trustees is striking the right balance between achieving good pension governance and containing pension scheme costs.

Routinely dealing with over 250 key scheme advisers means we have extensive relationships with the major UK pension advisery firms and their individual advisers. Combined with our legacy of experience as professional trustees, this deep network of expertise gives us invaluable access to industry innovation and an unparalleled working knowledge of best practice.

You can therefore rely on our best-in-class adviser reviews to give you total peace of mind.

Annual Reviews

We impartially review the adviser professional trustee’s performance against agreed objectives to ensure they are delivering the right service for a fair price.

Full Market Reviews

A full market review allows schemes to understand how the market has evolved since appointment along with a detailed analysis of the costs and value add. We prepare, facilitate, and run bespoke market reviews. We deliver real change to support scheme objectives. Our bespoke methodology allows trustees to focus on the important decisions rather than the heavy lifting of process management.

Transition Management

Our reviews don’t finish when the decision is made. If the scheme does move provider, we help to facilitate the transition process making the move as seamless as possible and ensuring the secure delivery of key scheme documents.

Our Adviser Reviews Team

Rachael Fortescue

Managing Director, ZEDRA Inside Pensions
St Albans

Judith Codling

Client Services Director, ZEDRA Inside Pensions
St Albans