We help leading institutions with their most challenging retirement security problems
We provide integrated advice to improve the performance of leading pension institutions
Help support strategic planning processes within pension organizations, working with management teams and boards.
Work with plan sponsors, including unions and associations, to better meet the retirement security needs of their constituencies.
Offer advice and implementation plans for the set-up or reform of pension institutions, integrating governance, investments, administration, and plan design.
Work across sectors to find opportunities to improve retirement systems and markets.
Design and evaluate governance models for your pension organization.
Run education sessions, training, and facilitated sessions with pension boards of directors/trustees.
Regulatory and Public Policy
Help pension organizations and stakeholders navigate and increasingly complex public policy and regulatory environment.
Design regulatory and public policy functions for leading pension plans, helped pension stakeholders develop regulatory and public policy solutions, and partnered with pension organizations to produce top quality research and thought leadership on pension-related issues
Helped pension stakeholders develop regulatory and public policy, and partnered with pension organizations to produce top quality research and thought leadership on pension-related issues
Building on our work with the World Bank and some of Canada’s leading pension funds, we can assemble customized teams of experienced pension professionals, experts, and operators to assist pension stakeholders in emerging economies – including governments, pension plans, and Social Security administrators – to improve the performance of their pension institutions and retirement systems.
Product development, growth, and innovation
Help pension organizations and stakeholders to explore and create new pension products or plan designs.
Assist in exploring and executing against growth opportunities for pension plans, including assisting with plan mergers and asset pooling.
We provide integrated advice to improve the performance of pension institutions.
Our team has worked with leading pension plans, labour unions, pension asset managers, governments, and international financial institutions.
Our team has served pension funds with collective assets under management exceeding $500 billion. We have deep expertise in the “Canadian model” of pension institution and how to apply the lessons from that model to other markets, retirement plans, and pension institutions.
We bring a cross-disciplinary, integrated perspective to pension problems and are able to work with – and build consensus among – a wide range of relevant retirement stakeholders.