Actuarial and Investment Solutions for Pension Success

Collaborative solutions for pension success

When it comes to actuarial and investment decisions, the stakes are high for any pension scheme. At Dalriada.Together we understand the friction that often arises between trustees and sponsors, and we’re here to change that dynamic. Our goal is to foster collaboration, transparency, expertise, and efficiency. Isn’t it time we all worked together toward the same goal?

Consolidation for clarity

At the heart of our approach is consolidation. We streamline the entire process by centralising all asset and liability data, eliminating inefficiencies that typically plague smaller schemes. Our actuarial and investment solutions provide a unified real-time view of your scheme’s financial position, eradicating the need for multiple data transfers and endless reconciliations.

This clarity allows the independent advisors we use to concentrate on what really matters: making the right decisions for your pension schemes. By consolidating everything into one system our advisors have the time and tools needed to focus on strategy.

Our consolidated data approach also helps unlock economies of scale, standardising processes, and projects across all schemes. Think of it as baking an entire tray of cookies instead of just a single batch – the process becomes more efficient and the result is more consistent and cost-effective.

In-house expertise and efficiency

Finding the right advisor shouldn’t feel like searching for a needle in a haystack. We simplify this by offering a curated panel of trusted experts, from investment consultancy to actuarial advice. These advisors, familiar with our systems, deliver efficient, high-quality services at fixed fees, making them accessible to schemes of all sizes.

We believe collaboration is key — especially when it comes to expertise. Our in-house investment and actuarial teams work closely with external advisors, bridging the gap between complex data and practical insights. By managing the data work and calculations, we free up our advisors to focus on delivering the recommendations that drive success.

This approach is particularly beneficial for smaller schemes, which traditionally face inefficiencies and higher costs. By levelling the playing field, we make high-quality actuarial and investment management accessible to all schemes, driving down costs while boosting efficiency .

Real-time decisions, real benefits

We use innovative software to support our actuarial and investment solutions, providing live asset and liability data to empower our advisors to make timely, informed decisions based on current market conditions. In the fast-paced world of pension management, even minor delays can have significant financial implications.

With everyone working from the same data set, trustees, sponsors, and advisors can collaborate quickly and confidently. It creates a single source of truth that allows for informed, real-time decision making.

The bottom line

At Dalriada.Together we are changing the game in pension scheme management by consolidating data, leveraging in-house expertise, and creating efficiencies for schemes of all sizes. Our unified approach builds a collaborative environment where trustees, sponsors, and advisors are all working together toward the same goal: ensuring the success of your pension scheme.

Ready to take the next step?

Learn more about how Dalriada.Together can transform your pension scheme by exploring our case studies or contacting our expert team today.