In today’s highly regulated world of self administered pensions, Delta offers a range of consultancy services designed to compliment existing administration and compliance functions. These services are delivered by a team with a depth of experience in designing and managing SSAS and SIPP products over many years.

We are able to undertake a range of projects, working with managers and administrators to give an arms length objective view coupled with practicality.

Services include:

• Systems & Process Reviews - comprehensive examinations of existing  processes and controls including all regulatory issues;
• Documentation of Procedures - preparation of procedures manual and checklists;
• Due Diligence - assessment of data quality and client files;
• File Reviews - periodic reviews of client files to determine whether processes have been adhered to.

For more information on our Consultancy services please contact Claire Court at our Nuneaton office.