• Analysis of administration costs for existing arrangements
• Detailed analysis of charges applied to funds under management
• Fund performance review
• Review of existing arrangements and the effects of changes in legislation
• Scheme installation and administration
• Advice, explanation of benefits and support to scheme members
• Advice to scheme members regarding retained benefits held elsewhere
• Dependant counselling in the event of bereavement
• Administration of claims and leavers' benefits
• Integration of pension scheme into flexible benefits packages

Lorica Consulting (IFA) provides expert and impartial advice to a wide range of corporate clients, listening to their individual concerns, understanding their requirements, and offering clear-cut solutions based on experience, knowledge and integrity.

No two clients are the same; each has their own profile, priorities and pressures. Therefore, to create and manage solutions that are innovative, robust and, above all, workable, our highly trained consultants develop a close relationship with their client.

Step 1 - Understanding
This process starts with a first meeting where a Fact Find exploration confirms your existing arrangements, immediate needs and long-term objectives.

Step 2 - Analysis
Our account team analyses this information, identifies possible solutions and approaches potential providers on your behalf. When we make our recommendation to you it is considered, proven, costed and effective, enabling you to make an informed and confident decision. The initial consultation and resulting preliminary review is available without charge or obligation.

Step 3 - Implementation
An agreed strategy plan is implemented by a dedicated client services team who conduct regular report and review meetings to resolve any queries and ensure the ongoing effectiveness of the programme in place.

We do not charge the majority of our clients for our services as the cost of advice is incorporated within the commission we receive from the product provider. However, if preferred, a client-paid fee may be agreed in advance.