Pension Schemes

Sectors

About

Solutions for pension providers.

Navigating the complexities of pension scheme administration requires a skilled and reliable accounting partner. Our team of Liverpool based accountants and business advisors is dedicated to providing you with comprehensive solutions to optimise scheme efficiency and ensure compliance.

We suport pension providers of all sizes and structures, including trust-based schemes, corporate schemes, and master trusts. Whether you manage a single scheme or a complex portfolio, we can tailor our services to meet your specific needs and reporting requirements.

Our expertise

01

Statutory accounting and reporting

02

Performance analysis

03

Risk management and internal controls

04

Tax planning and compliance

Statutory accounting and reporting

We ensure your pension scheme adheres to all relevant accounting standards and regulations, including FRS 102 and the Pensions Regulator requirements. We assist with the preparation of annual accounts, audits, and other regulatory filings.

Performance analysis

Our team provides comprehensive accounting for your pension scheme's investments, including fair value calculations, performance analysis, and reporting to scheme trustees and beneficiaries.

Risk management and internal controls

We help identify and mitigate financial risks within your pension scheme. We also assist in establishing robust internal controls to safeguard assets and ensure data integrity.

Tax planning and compliance

We navigate the complexities of tax regulations applicable to pension schemes, helping you minimise tax liabilities and scheme efficiency.

Services

Sectors we serve

We serve boards, directors and senior executives of privately, publicly owned enterprises and social enterprises across different geographic regions.

Training and development

Since 2018, we have been running groundbreaking training programmes for board directors.

Working with boards

With over 30 years' experience in the boardroom, David is much sought after as a boardroom coach, advisor, trainer and facilitator.

Coaching

David is an executive coach and career strategy coach, who helps people to create their own futures.

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We have worked with the team at SB&P for many years and appreciate their client centric approach. Not only have they served many of our clients admirably, a few years ago we decided to appoint them as our own accountancy advisers and have been pleased with the relationship.

Mark Ralphs

Financial Planning Corporation

Get in touch

Schedule a free consultation with one of our pension accounting specialists today. We'll discuss your specific needs and challenges, and demonstrate how our comprehensive solutions can streamline

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