Hughes Price Walker helps Trustees of occupational pension schemes and the Employers that support those schemes. We are a firm of consultants, actuaries, administrators and investment advisers. Our office is at 15 Pembroke Road, Clifton, Bristol BS8 3BA.
ISO: 9001 accredited
Quality Assurance Scheme accreditation from the Institute and Faculty of Actuaries
Cyber Essentials certified
Over 50 trustee clients of which 35 are full services
Clients nationwide and operating in education, charity sector, law, manufacturing, retail, engineering, hospitality, food production, transport, accounting, education, banking, housing, science, private equity, motor trade, leisure, healthcare etc.
Around 30 staff: split 15 actuarial/pensions/investment consultancy & 15 administration/accounts
We work in partnership with employers and trustees to achieve a good outcome for all to help you all the way to buy-out
High service level standards: 5-day turn around on most activities (24 hours for death cases) with over 97% success
Delivered from one office, so you have a joined-up single team working for you
Specialising in small to medium sized clients (with assets from £1m to £250m)
Innovative use of technology, for example:
o an interactive asset liability modeller that maximises the efficiency of your investments
o an interactive scheme funding modeller
o transfer value calculator producing bulk transfer values for all deferred members
Success with our clients:
- Taking a scheme from a 62% funding level on buy-out to 100% buy-out in 7 years by following a high growth investment strategy and implementing an enhanced transfer value exercise
- Helping a scheme with just a 63% buy-out level to a large surplus on buy-out over 9 years with a combination of investment growth, enhanced transfer values, early retirements and pension increase exchanges
Industry
Financial Services, Life insurance companies, Financial and insurance services, Business Services
HQ Location
15 PEMBROKE ROAD CLIFTON
BRISTOL, BS8 3BA, GB
Keywords
Pensions administrationActuarial consultingInvestment advice to TrusteesConsulting and governanceLiability managementand De-risking