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Case study | Workplace pensions consulting

Workplace pension governance and engagement

Driving workplace pension value with smart governance and tailored communications

Client overview

Business type

Wealth management

Locations

US-based

Employees

c.400 UK employees

Key outcomes

  • Introduced structured annual pension governance as part of the client’s ongoing advisory support.
  • Analysed member behaviour and projected retirement outcomes using pension modelling tools.
  • Identified disparities in engagement and outcomes between different employee groups

The challenge

The client wanted greater visibility over how their pension was performing, how employees were engaging with it, and whether the scheme was genuinely supporting long-term retirement outcomes across their workforce.

Key challenges included:

  • Limited internal resource to analyse pension data, member behaviour and long-term outcomes..
  • No clear framework to assess whether the pension scheme was delivering value beyond basic compliance.
  • Evidence of differing engagement levels and projected retirement outcomes across the workforce.
  • A need to demonstrate strong governance and proactive oversight of a significant employee benefit.

Martin Parish
Head of Retirement

Martin Parish

The solution

NFP conducted a comprehensive pension governance review, working closely with the pension provider and administration team to gather and analyse scheme data. One key concern identified through the governance review was the variation in retirement outcomes across different groups of employees, particularly between male and female members. Without access to detailed data and modelling, these risks would likely have remained hidden.

Our approach included:

  • Reviewing member impact insights, contribution patterns and engagement behaviours across the workforce.
  • Using pension modelling tools to project retirement outcomes against recognised pension living standards.
  • Identifying material differences in projected outcomes between male and female members, highlighting a clear engagement and outcome gap.

The results

For their business

Clear evidence of strong pension governance

Provided demonstrable evidence of good pension governance, supporting regulatory expectations and recognised best practice.

Reduced administrative burden

Lowered internal workload by outsourcing pension analysis, modelling and reporting.

Stronger duty of care alignment

Reinforced the employer’s duty of care by aligning pension provision with wider people, engagement and retention objectives.

For their people

Greater understanding of pension outcomes

Increased employee awareness of how pension decisions affect long-term retirement outcomes.

Confidence in active scheme oversight

Gave employees greater confidence that their employer is actively monitoring and improving the pension scheme in their best interests.

Targeted support where it matters most

Provided focused support for employee groups at greater risk of poorer retirement outcomes.

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