Occupational pension scheme: a diagnostic review

Questions this tool is designed to help you answer

• Do I know enough about pensions to contribute to a pension review?
  
• How effective is my organisation's pension strategy?
  
• What are some of the key issues I should consider in a review?

Benefits of this tool

For you:

• Play an effective role in a review of your organisation's occupational pension arrangements.
  
• Enhance your contribution to the formulation of your organisation's pension strategy.
  
• Advise the organisation on the advantages and disadvantages of scheme alternatives.

For your organisation:

• Help ensure the existing occupational pension scheme is delivering business benefits.
  
• Ensure the scheme is aligned with reward, HR and business strategies.
  
• Manage cost pressures.

Who is this tool for?

• Those new to pensions and pension issues.
• Those planning to review their existing occupational pension arrangements.

What's in the tool?

Two questionnaires to help your organisation review its existing pension arrangements:

• The first questionnaire tests the general awareness of your pensions knowledge before you embark on the review.
  
• The second questionnaire lists some of the typical questions that an initial review would be designed to address and answer.