Are you looking for a provider for your pension scheme? Montae & Partners is happy to support you in selecting and evaluating your pension provider. As experienced pension consultants, we understand that a pension scheme is both a significant financial commitment and a vital employment benefit for your employees.
We take into account expected costs, your organisation’s preferences, (fiscal) regulations, and societal trends. Our approach is characterised by connecting all stakeholders, after all, they are part of the decision-making process. Through a thorough assessment, we map out the key conditions and your preferences for the pension scheme and pension provider.
Based on your requirements and preferences for the pension scheme, we create a shortlist of suitable providers from whom we request a proposal. We then analyse the received proposals using our four P’s of pension administration:
- Pricing
- Pension product
- Performance (using the investment assessment tool ‘Penformance’)
- Pension providers (using our quality index ‘Flow’)
After analysing the proposals, we provide a recommendation regarding the offers from the various providers. You will receive a concise and clear report from us, including conclusions and recommendations for selecting a pension provider.