Review of data can fall in to different areas. This primarily comes under the identification (and collection) of data for:

Review of files for complaint handling and any associated error or missing data required,

Review of error or missing data for pension schemes, members, providers, or clients for carrying out a particular data consolidation exercise,

Review of data to carry out a calculation exercise such as a redress calculation or for a pension transfer analysis.

Reconciliation of data (in conjunction with cleansing) is:

Putting right of data to carry out necessary calculations,
Reconciling commission statements for identifying and allocating any initial or renewal/trail income,

Assessing and amending incorrect data and to be able to handle a particular exercise such as complaint handling.

Pension Schemes

Group pensions – Whether you run a Final Salary Scheme, a Money Purchase Scheme, a Group Personal Pension Plan, a Stakeholder Plan or are considering the introduction of such an arrangement. We can provide a comprehensive review of your options and offer guidance, as to how existing schemes fit your stated future business plans.

Executive pensions – The needs of a partner or director often differ from those of their employees. In many cases, his or her direct influence over and investment in the business can bring about substantial tax planning opportunities. Our corporate services department offer a wealth of experience and expertise to bring innovative and tax efficient solutions to business people – often in partnership with other professional and specialist advisers.