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Our strategy

Our strategic priorities

We are a forward-looking and ambitious business. 

Our objective is to be the pre-eminent UK focused, mid-tier pensions consulting and administration firm - one that offers a clearly differentiated alternative to the big three, able to operate at scale and yet agile enough to provide clients with superior service at better value than our larger rivals.

Our strategy is to deliver our objective, while remaining focused on achieving profitable growth, and is centred around four key pillars.

Regulatory change

Whenever there is regulatory change, our clients need bespoke advice and support. Periods of significant regulatory upheaval are therefore drivers of market growth. Today, more regulatory change is taking place, or is in the pipeline, than at any time in the past 20 years, which creates opportunities for growth.

Expand services

We provide a full range of services that pension trustees and corporate sponsors need. But for many clients, we 
only provide one service and could deliver more. Expanding our current service offerings to our existing clients represents significant opportunities to deepen these relationships. We also have strong analytical and administration skills that can be deployed more widely than the pensions industry and this presents an opportunity for us to grow and diversify.

Grow market share

We seek to grow our business by winning "new logo" clients – those pension schemes and sponsors with which we have no existing relationship.

Mergers and acquisitions

We operate in a fragmented market. Being one of the largest mid-tier independent companies in the sector there is an opportunity to grow 
our market share through the acquisition of businesses that can boost our scale and capability in certain specialist areas.