Akhil Purohit
Private Wealth
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Pension provision your people understand.
Compliant, well-structured workplace pensions: set up properly, governed well, and explained clearly enough that your people actually value them.
Does this sound like you?
You are setting up a scheme
You want compliant, well-structured provision from day one, done right.
You inherited a scheme
An existing arrangement may no longer serve employer or employees; we review it.
Your staff do not engage
A benefit no one understands is wasted; we make it clear and valued.
What you are actually covered for.
Scheme set-up & advice
Compliant, well-structured pension provision from day one.
Scheme review & governance
Ensure an existing scheme still serves both employer and employees.
Employee engagement
Education sessions that make the benefit understood and genuinely valued.
A simple, four-step process.
Discovery
A candid conversation about your obligations, goals and what keeps you up at night.
Analysis
We quantify the gap, what is covered, what is not, and what it would cost to close it.
Recommendation
Clear, independent options in plain language, with the trade-offs spelled out.
Ongoing review
Life changes; so should your plan. We review regularly, not just at outset.
Request a benefits review
A short, structured review of your current scheme: what is working well, where you are exposed, and how outcomes could improve.
Questions people often ask.
Is our current scheme still appropriate?
That is exactly what a governance review answers, cost, structure, default options and member outcomes, assessed objectively.
How do we improve engagement?
Plain-language education sessions. When employees understand the benefit, participation and appreciation both rise.
Who is responsible for compliance?
The employer carries duties, but good advice makes them straightforward to meet. We keep you on the right side of them.
Can you work alongside our existing provider?
Yes. We can review and advise without necessarily replacing incumbents, the goal is better outcomes, not change for its own sake.
Let’s talk it through.
No obligation and no jargon. Just a clear, honest view of where you stand and what to do next.