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Membership List - Society of Pension Consultants - UK.com

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President<br />

Roger Mattingly<br />

JLT Benefit Solutions Ltd<br />

St Bartholomew House, 92 Fleet Street,<br />

London EC4Y 1DG<br />

Telephone: 020-7353 1688 Facsimile: 020-7353 9296<br />

Web: http://www.spc.uk.<strong>com</strong><br />

e-mail: john.mortimer@spc.uk.<strong>com</strong><br />

<strong>Membership</strong> <strong>List</strong><br />

Chairman<br />

Sir James Hodge<br />

Where only the name and head <strong>of</strong>fice address <strong>of</strong> a Member is shown, this is because further information is not currently available to us.<br />

This list has been <strong>com</strong>piled in good faith. However, SPC does not guarantee its accuracy.<br />

Hon Treasurer<br />

Lindsay Davies<br />

Hymans Robertson LLP<br />

Secretary<br />

John Mortimer<br />

SPC is the representative body for organisations providing the advice and services needed to establish and operate a pension scheme.<br />

The SPC membership list indicates the advice and services provided by each <strong>of</strong> its members.<br />

This list is supplied on the understanding that it will not be used in connection with any form <strong>of</strong> canvassing, circularisation or promotion.<br />

04 February 2013<br />

Page 1 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Aberdeen Asset<br />

Management Ltd<br />

Addleshaw<br />

Goddard<br />

10 Queens Terrace<br />

Aberdeen<br />

AB10 1YG<br />

T 01224 631999<br />

F<br />

100 Barbirolli Square<br />

Manchester<br />

M2 3AB<br />

T 0161 934 6000<br />

F 0161 934 6060<br />

www.addleshaw-booth.co.uk<br />

04 February 2013<br />

Edinburgh, London<br />

Leeds, London<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

Legal Services, including disputes<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 2 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

AEGON Edinburgh Park<br />

Edinburgh<br />

Over 30 members AEGON <strong>UK</strong> and others<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

EH12 9SE<br />

Actuarial Services<br />

T 0131 339 9191<br />

F<br />

Allen & Overy LLP One Bishops Square<br />

London<br />

E1 6AD<br />

T 020 3088 0000<br />

F 020 3088 0088<br />

www.allenovery.<strong>com</strong><br />

04 February 2013<br />

4 Bank Street, London<br />

E14 5DU<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate IFA Services<br />

Investment/Fund Management<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Page 3 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Aon Hewitt 6 More London Place<br />

Belfast, Birmingham, Aon <strong>Pension</strong> Trustees Ltd<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

London<br />

Bristol, Cork, Dublin, Aon Trust Corporation<br />

SE1 2DA<br />

Edinburgh, Epsom, Hewitt Associates Limited (Ireland) Actuarial Services<br />

Glasgow, Guernsey, Kerr Henderson Hewitt Limited<br />

Harrow, Hemel<br />

Hampstead, Leeds,<br />

Administration Services<br />

T 01252 768000<br />

London, Manchester,<br />

Redhill, Sheffield, South<br />

Corporate Finance/Employer Covenant Advice<br />

F 01252 522206<br />

Shields, St. Albans<br />

Corporate IFA Services<br />

www.aon.co.uk<br />

04 February 2013<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Fiduciary Management<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Investment/Fund Management<br />

Investment Performance Analysis<br />

Legal Services, including disputes<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 4 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

ARC Benefits<br />

Limited<br />

Oakfield House<br />

478 Station Road<br />

Dorridge<br />

Solihull<br />

West Midlands<br />

B93 8HE<br />

T 01564 775877<br />

F 01564 779879<br />

04 February 2013<br />

Seaton, Devon<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

Page 5 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Argyle Consulting<br />

Limited<br />

239 St Vincent Street<br />

Glasgow<br />

G2 5QY<br />

T 0141 572 4000<br />

F 0141 572 4001<br />

Stuart.Dunbar@argyleconsulting.co.uk<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Administration Services<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Accountancy Services<br />

Actuarial Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate Finance/Employer Covenant Advice<br />

Independent Trusteeship<br />

Investment/Fund Management<br />

Longevity Risk Solutions<br />

Page 6 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Aries <strong>Pension</strong> &<br />

Insurance<br />

Systems Ltd<br />

Aries House<br />

29 Station Road<br />

Desborough<br />

Kettering<br />

Northants<br />

NN14 2RL<br />

T 01536 763352<br />

F 01536 762567<br />

ian@ariesps.co.uk<br />

http://www.ariespensions.co.uk<br />

Mill Hill (NW London) Aries Training Information Systems<br />

Ltd<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Education and Communication<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

Ashurst LLP Broadwalk House<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

5 Appold Street<br />

London<br />

EC2A 2HA<br />

T 020 7638 1111<br />

F 020 7638 1112<br />

04 February 2013<br />

Legal Services, including disputes<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Page 7 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Aviva 2 Rougier Street<br />

Aviva PLC<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Baker & McKenzie<br />

LLP<br />

York<br />

YO90 1UU<br />

T 01904 628982<br />

F 01603 683941<br />

100 New Bridge Street<br />

London<br />

EC4V 6JA<br />

T 020 7919 1000<br />

F 020 7919 1999<br />

london.info@bakermckenzie.<strong>com</strong><br />

www.bakermckenzie.<strong>com</strong><br />

04 February 2013<br />

Aviva Life & <strong>Pension</strong>s <strong>UK</strong> Limited<br />

Aviva Annuity <strong>UK</strong> Limited<br />

CGNU Life Assurance Limited<br />

Commercial Union Life Assurance<br />

Company Limited<br />

Aviva Investors Global Services<br />

Limited<br />

Aviva Health <strong>UK</strong> Limited<br />

Actuarial Services<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Investment/Fund Management<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

International Benefit Advice<br />

Legal Services, including disputes<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Page 8 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Barnett<br />

Waddingham LLP<br />

Cheapside House<br />

138 Cheapside<br />

London<br />

EC2V 6BW<br />

T 020 7776 2200<br />

F 020 7776 3800<br />

www.barnett-waddingham.co.uk<br />

04 February 2013<br />

Amersham,<br />

Bromsgrove,<br />

Cheltenham, Glasgow,<br />

Leeds, Liverpool<br />

Barnett Waddingham Investment LLP<br />

Barnett Waddingham SIPP LLP<br />

Barnett Waddingham Actuaries and<br />

<strong>Consultants</strong> Limited<br />

Garvin Trustees Limited<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Actuarial Services<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment Consulting and Implementation<br />

Investment/Fund Management<br />

Investment Performance Analysis<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-Up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

Page 9 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

BBS <strong>Consultants</strong><br />

& Actuaries Limited<br />

Cannard Court<br />

23-25 St. George's<br />

Road<br />

Bristol<br />

BS1 5UU<br />

T 0117 9378700<br />

F 0117 9378701<br />

info@bbs-actuaries.co.uk<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Corporate Finance/Employer Covenant Advice<br />

Custodianship<br />

Independent Trusteeship<br />

Page 10 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Berkeley Burke &<br />

Co.<br />

www.bbs-actuaries.co.uk<br />

Berkeley Burke House<br />

Regent Street<br />

Leicester<br />

LE1 7BR<br />

T 0116 204 2988<br />

F<br />

04 February 2013<br />

Investment/Fund Management<br />

Legal Services, including disputes<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate IFA Services<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Page 11 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Blake Lapthorn New Kings Court<br />

Tollgate<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Chandler's Ford<br />

Eastleigh<br />

Education and Communication<br />

Hampshire SO53 3LG<br />

Independent Trusteeship<br />

BNY Mellon<br />

Performance &<br />

Risk Analytics<br />

Europe Limited<br />

T 023 8090 8090<br />

F 0844 620 3401<br />

info@bllaw.co.uk<br />

No.1 Whitehall<br />

Riverside<br />

Leeds<br />

LS1 4BN<br />

T 0113 233 8414<br />

F 0113 234 1429<br />

www.bnymellon.<strong>com</strong><br />

04 February 2013<br />

London Mellon Analytical Services is part <strong>of</strong><br />

BNY Mellon Asset Servicing<br />

Legal Services, including disputes<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Investment Performance Analysis<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Administration Services<br />

Custodianship<br />

Investment/Fund Management<br />

Page 12 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Buck <strong>Consultants</strong><br />

Limited<br />

160 Queen Victoria<br />

Street<br />

London<br />

EC4V 4LA<br />

T 020 7429 1000<br />

F<br />

www.buckconsultants.co.uk<br />

04 February 2013<br />

Bristol, Edinburgh,<br />

Ipswich, Manchester,<br />

Reading<br />

Buck <strong>Consultants</strong> Limited<br />

Bevis Trustees Ltd<br />

Buck <strong>Consultants</strong> (Administration &<br />

Investment) Limited<br />

Buck <strong>Consultants</strong> (Healthcare)<br />

Limited<br />

Buckingham Trustees Limited<br />

ACS HR Solutions <strong>UK</strong> Limited<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

Legal Services, including disputes (expert witness)<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

Page 13 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Capita Employee<br />

Benefits Ltd<br />

London Aldgate:<br />

1 Aldgate<br />

London<br />

EC3N 1LP<br />

T 020 7709 4500<br />

Sheffield:<br />

Hartshead House<br />

2 Cutler's Gate<br />

Sheffield<br />

S4 7TL<br />

T 0114 273 7331<br />

F<br />

04 February 2013<br />

Banstead, Birmingham,<br />

Bristol, Carlisle,<br />

Darlington, Dublin,<br />

Edinburgh, Glasgow,<br />

Harrogate, Leatherhead,<br />

Leeds, London,<br />

Reading, Stockport,<br />

Surrey, Whitstable,<br />

Telford<br />

SBJ Pr<strong>of</strong>essional Trustees Ltd<br />

EBC Actuarial Services Ltd<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Corporate Finance/Employer Covenant Advice<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> and Financial Services PR Consultancy<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Page 14 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Capita <strong>Pension</strong><br />

Trustees Limited<br />

Capital Cranfield<br />

Trustees Limited<br />

7th Floor<br />

Phoenix House<br />

18 King William Street<br />

London<br />

EC4N 7HE<br />

T 020 7430 0734<br />

F 020 7430 0525<br />

rkennell@capitafiduciary.co.uk<br />

http://www.capitafiduciary.co.uk<br />

5th Floor<br />

New Liverpool House<br />

15-17 Eldon Street<br />

London<br />

EC2M 7LD<br />

T 020 7012 8700<br />

F 020 7012 8701<br />

london@cctl.co.uk<br />

www.cctl.co.uk<br />

04 February 2013<br />

Aspen Trustees Limited<br />

Edinburgh, Nottingham Scottish <strong>Pension</strong> Trustees Limited<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Trustee Secretarial and other Support Services<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Independent Trusteeship<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Page 15 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Cardano Risk<br />

Management BV<br />

Cartwright Group<br />

Ltd.<br />

55 Gracechurch Street<br />

London EC3V 0JP<br />

T 020 3170 5912<br />

F 020 3170 5911<br />

info@cardano.<strong>com</strong><br />

http://www.cardano.<strong>com</strong><br />

Mill Pool House<br />

Mill Lane<br />

Godalming<br />

Surrey<br />

GU7 1EY<br />

T 01483 860201<br />

F 01483 860182<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Fiduciary Management<br />

Investment Consulting and Implementation<br />

Investment/Fund Management<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Actuarial Services<br />

Administration Services<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 16 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Charles Russell<br />

LLP<br />

5 Fleet Place<br />

London EC4M 7RD<br />

T 020 7203 5000<br />

F 020 7203 0200<br />

enquiries@charlesrussell.co.uk<br />

www.charlesrussell.co.uk<br />

Cheltenham, Guildford<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Legal Services, including disputes<br />

Clyde & Co LLP The St Botolph<br />

Building<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

138 Houndsditch<br />

London<br />

EC3A 7AR<br />

Legal Services, including disputes<br />

T 020 7876 5000<br />

F<br />

04 February 2013<br />

Page 17 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Crowe Clark<br />

Whitehill LLP<br />

St. Bride's House<br />

10 Salisbury Square<br />

London EC4Y 8EH<br />

T 020 7842 7100<br />

F 020 7583 1720<br />

http://www.croweclarkwhitehill.co.uk<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Accountancy Services<br />

Page 18 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

CS Financial<br />

Solutions<br />

Unity Building<br />

20 Chapel Street<br />

Liverpool L3 9AG<br />

T 0151 255 2660<br />

F 0151 255 2670<br />

chalewood@csfinancialsolutions.co.uk<br />

http://www.csfinancialsolutions.co.uk<br />

04 February 2013<br />

Glasgow Griffiths & Armour (Trustees) Ltd<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment Consulting and Implementation<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> and Financial Services PR Consultancy<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Investment/Fund Management<br />

Investment Performance Analysis<br />

Page 19 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Deloitte Total<br />

Reward and<br />

Benefits Limited<br />

Hill House<br />

1 Little New Street<br />

London<br />

EC4A 3TR<br />

T 020 7936 3000<br />

F 020 7303 6325<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Actuarial Services<br />

Administration Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Accountancy Services<br />

Corporate Finance/Employer Covenant Advice<br />

Corporate IFA Services<br />

International Benefit Advice<br />

Technology Services<br />

Page 20 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

DLA Piper <strong>UK</strong> LLP Noble Street<br />

Birmingham, Edinburgh, Fountain Trustee Limited<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

London<br />

Glasgow, Leeds,<br />

EC2V 7EE<br />

Liverpool, Manchester,<br />

Sheffield<br />

Independent Trusteeship<br />

International Benefit Advice<br />

European<br />

Financial Planning<br />

Group Limited<br />

T 0151 237 4731<br />

F 0151 236 9208<br />

www.dla.<strong>com</strong><br />

PO Box 1483<br />

15 Irish Town<br />

Gibraltar<br />

T +350 200 45994<br />

F +350 200 49290<br />

info@efpg.net<br />

http://www.efpg.net/<br />

04 February 2013<br />

Legal Services, including disputes<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate IFA Services<br />

Education and Communication<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Page 21 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Evercore Pan-<br />

Asset Capital<br />

Management Ltd<br />

27 Queen Anne's Gate<br />

London<br />

SW1H 9BU<br />

T 020 7340 9290<br />

F<br />

Eversheds LLP One Wood Street<br />

London<br />

EC2V 7WS<br />

T 0845 497 4564<br />

F 0845 497 4919<br />

www.eversheds.<strong>com</strong><br />

04 February 2013<br />

Birmingham, Cardiff,<br />

Leeds, Manchester,<br />

Newcastle.<br />

Bridge Trustee Limited<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Investment Consulting and Implementation<br />

Investment/Fund Management<br />

Page 22 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

FIL <strong>Pension</strong>s<br />

Management<br />

Freshfields<br />

Bruckhaus<br />

Deringer LLP<br />

Beech Gate<br />

Millfield Lane<br />

Lower Kingswood<br />

Tadworth<br />

Surrey<br />

KT20 6RP<br />

T 08457 234235<br />

F 01737 836992<br />

www.fidelitypensions.co.uk<br />

65 Fleet Street<br />

London<br />

EC4Y 1HS<br />

T 020 7936 4000<br />

F 020 7832 7001<br />

http://www.freshfields.<strong>com</strong><br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Investment/Fund Management<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

<strong>Pension</strong> Annuity Provision<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Legal Services, including disputes<br />

Page 23 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Gallagher Benefits<br />

Consulting Limited<br />

133 Houndsditch<br />

London<br />

EC3A 7AH<br />

T 020 7560 3000<br />

F 020 7234 4959<br />

04 February 2013<br />

Aberdeen, Brierley Hill,<br />

Chelmsford, Edinburgh,<br />

Hull, Leeds, London,<br />

Maidstone, Manchester,<br />

Reading, Sheffield,<br />

Swindon<br />

Fenchurch Trustees Limited<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment/Fund Management<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Legal Services, including disputes<br />

Page 24 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Gazelle Corporate<br />

Finance Limited<br />

41 Devonshire Street<br />

London<br />

W1G 7AJ<br />

T 020 7182 7220<br />

F 020 7182 7630<br />

Grant Thornton Grant Thornton House<br />

Melton Street<br />

Euston Square<br />

London<br />

NW1 2EP<br />

T 020 7383 5100<br />

F 020 7383 4715<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Corporate Finance/Employer Covenant Advice<br />

Page 25 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

GSAM Christchurch Cout<br />

10-15 Newgate Street<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

London<br />

EC1A 7HD<br />

Fiduciary Management<br />

Investment Consulting and Implementation<br />

T 020 7552 1952<br />

F<br />

04 February 2013<br />

Investment/Fund Management<br />

Page 26 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Harvey & Clamp<br />

LLP<br />

Bolan House<br />

19 Front Street<br />

A<strong>com</strong>b<br />

York<br />

YO24 3BW<br />

T 01904 788000<br />

F 01904 785000<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Actuarial Services<br />

Administration Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

International Benefit Advice<br />

Page 27 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Helm Godfrey<br />

Partners Ltd.<br />

Herbert Smith<br />

Freehills LLP<br />

4th Floor, Marlow<br />

House<br />

Lloyds Avenue<br />

London<br />

EC3N 3AA<br />

T 020 7614 1000<br />

F 020 7488 7599<br />

Exchange House<br />

Primrose Street<br />

London<br />

EC2A 2HS<br />

T 020 7466 2183<br />

F 020 7374 0888<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Trustee Secretarial and other Support Services<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Legal Services, including disputes<br />

Page 28 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Hogan Lovells<br />

International LLP<br />

Atlantic House<br />

50 Holborn Viaduct<br />

London<br />

EC1A 2FG<br />

T 020 7296 2000<br />

F 020 7296 2001<br />

www.hoganlovells.<strong>com</strong><br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Legal Services, including disputes<br />

Page 29 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Hymans<br />

Robertson LLP<br />

One London Wall<br />

London<br />

EC2Y 5EA<br />

T 020 7082 6000<br />

F 020 7082 6082<br />

www.hymans.co.uk<br />

04 February 2013<br />

Birmingham, Glasgow,<br />

Edinburgh<br />

Hymans Robertson Financial<br />

Services LLP<br />

Club Vita LLP<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Actuarial Services<br />

Administration Services<br />

Corporate Finance/Employer Covenant Advice<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

International Benefit Advice<br />

Page 30 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Irwin Mitchell 150 Holborn<br />

London<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

EC1N 2NS<br />

Independent Trusteeship<br />

T 020 7421 3956<br />

F<br />

anne.taylor@irwinmitchell.<strong>com</strong><br />

04 February 2013<br />

Legal Services, including disputes<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 31 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Jardine Lloyd<br />

Thompson<br />

6 Crutched Friars<br />

London<br />

EC3N 2PH<br />

T 020 7309 8100<br />

F 020 7309 8348<br />

jltuk@jltgroup.<strong>com</strong><br />

04 February 2013<br />

Bristol, Cardiff, Exeter,<br />

Glasgow, Ipswich,<br />

Leeds, Portsoken Street-<br />

London, Manchester,<br />

Orpington<br />

Independent Trustee Services<br />

Limited<br />

Pr<strong>of</strong>und Systems Limited<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate Finance/Employer Covenant Advice<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision (as broker)<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

International Benefit Advice<br />

Page 32 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Kames Capital 3 Lochside Avenue<br />

Edinburgh Park<br />

London<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Edinburgh<br />

EH12 9SA<br />

Investment/Fund Management<br />

KKW <strong>Pension</strong>s<br />

Management Ltd.<br />

T 0870 609 0101<br />

F 0131 339 3147<br />

www.kamescapital.<strong>com</strong><br />

15 Bathgate Road<br />

Wimbledon<br />

London<br />

SW19 5PW<br />

T 020 8944 8170<br />

F 020 8944 8149<br />

enquiries@kkw.co.uk<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Education and Communication<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

Page 33 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

KPMG LLP 1 Puddle Dock<br />

Birmingham, Bristol,<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

London<br />

EC4V 3PD<br />

Telex: 8811541<br />

PMMLON G<br />

T 020 7311 1000<br />

F 020 7311 3223<br />

04 February 2013<br />

Edinburgh, Glasgow,<br />

Leeds, Manchester,<br />

Reading<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Corporate Finance/Employer Covenant Advice<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

Legal Services, including disputes<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Page 34 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Lawrence Graham<br />

LLP<br />

4 More London<br />

Riverside<br />

London<br />

SE1 2AU<br />

T 020 7379 0000<br />

F 020 7379 6854<br />

info@lg-legal.<strong>com</strong><br />

http://www.lg-legal.<strong>com</strong><br />

04 February 2013<br />

Lawrence Graham Trust Corporation<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Corporate Finance/Employer Covenant Advice<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Independent Trusteeship<br />

International Benefit Advice<br />

Legal Services, including disputes<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 35 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

LCP 30 Old Burlington<br />

Street<br />

Winchester<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

London<br />

W15 3NN<br />

Actuarial Services<br />

Administration Services<br />

T 020 7439 2266<br />

F<br />

www.lcp.uk.<strong>com</strong><br />

04 February 2013<br />

Employer Covenant Advice<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

International Benefit Advice<br />

Investment Consulting<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 36 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Legal & General<br />

Assurance <strong>Society</strong><br />

Legal & General<br />

House<br />

Kingswood<br />

Tadworth<br />

Surrey KT20 6EU<br />

Telex: 892971<br />

T 01737 370370<br />

F 01737 362977<br />

04 February 2013<br />

Birmingham, London,<br />

Cardiff, Ipswich, Hove<br />

Legal and General Assurance<br />

(<strong>Pension</strong>s Management) Limited<br />

Legal & General Investment<br />

Management Limited<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Actuarial Services<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Investment/Fund Management<br />

Page 37 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Legal & General<br />

Investment<br />

Management Ltd<br />

One Coleman Street<br />

London<br />

EC2R 5AA<br />

T 020 3124 3000<br />

F 020 3124 2550<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Investment/Fund Management<br />

Longevity Risk Solutions<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Linklaters LLP One Silk Street<br />

London<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

EC2Y 8HQ<br />

Legal Services, including disputes<br />

T 020 7456 2000<br />

F 020 7456 2222<br />

04 February 2013<br />

Page 38 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Maclay Murray &<br />

Spens LLP<br />

One London Wall<br />

London<br />

EC2Y 5AB<br />

T 020 7606 6130<br />

F 020 7600 0992<br />

04 February 2013<br />

Aberdeen, Edinburgh,<br />

Glasgow<br />

Law at Work, MMS Regulatory<br />

Solutions<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Independent Trusteeship<br />

Legal Services, including disputes<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Page 39 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Mercer Tower Place<br />

Belfast, Birmingham, Marsh & McLennan Companies is PROVIDED DIRECTLY AS PRINCIPAL:<br />

London<br />

EC3R 5BU<br />

T 020 7626 6000<br />

F 020 7929 7445<br />

www.mercer.<strong>com</strong><br />

04 February 2013<br />

Brentwood, Bristol,<br />

Chichester, Croydon,<br />

Edinburgh, Glasgow,<br />

Leatherhead, Leeds,<br />

Liverpool, Manchester,<br />

Solihull, Windsor<br />

the parent <strong>com</strong>pany <strong>of</strong> Mercer.<br />

Other <strong>com</strong>panies in the Group<br />

include Marsh, Putnam Investments,<br />

Mercer Management Consulting,<br />

Mercer Delta and National Economic<br />

Research Associates (NERA)<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Corporate Finance/Employer Covenant Advice<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Fiduciary Management<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Investment/Fund Management<br />

Investment Performance Analysis<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Custodianship<br />

Page 40 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Mercury <strong>Pension</strong>s<br />

Management<br />

Metlife Assurance<br />

Limited<br />

43a Compstall Road<br />

Romiley<br />

Stockport<br />

Cheshire<br />

SK6 4BT<br />

T 0161 355 8073<br />

F 0161 494 9041<br />

info@mercurypensions.co.uk<br />

Metlife Assurance<br />

Limited<br />

15 Bedford Street<br />

London<br />

WC2E 9HE<br />

T 020 7557 4905<br />

F<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Investment Consulting and Implementation<br />

Investment/Fund Management<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Annuity Provision<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

<strong>Pension</strong> Annuity Provision<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Page 41 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Mitchell<br />

Consulting<br />

Actuaries Limited<br />

Albion Wharf<br />

Albion Street<br />

Manchester<br />

M1 5LN<br />

T 0161 236 1330<br />

F 0161 236 1334<br />

neil.mitchell@mitchellconsulting.co.uk<br />

www.mitchellconsulting.co.uk<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 42 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

MN 60 Cannon Street<br />

London<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

EC4N 6NP<br />

Fiduciary Management<br />

T 0207 002 14 22<br />

F 0207 002 11 65<br />

Marcelo.Dellavedova@mn-services.co.uk<br />

MNTES Ltd Leatherhead House<br />

13th Floor<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Station Road<br />

Leatherhead<br />

Surrey<br />

KT22 7ET<br />

T 01372 386 000<br />

F 01372 200 344<br />

enquiries@mnpa.co.uk<br />

www.mnpa.co.uk<br />

04 February 2013<br />

54 Hagley Road<br />

Edgbaston<br />

Birmingham<br />

B16 8PE<br />

Administration Services<br />

Trustee Secretarial and other Support Services<br />

Page 43 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Muse Advisory The Courtyard<br />

15 Union Street<br />

Wells<br />

BA5 2PU<br />

T 0845 6800 340<br />

F<br />

Nabarro LLP Lacon House<br />

84 Theobald’s Road<br />

Sheffield<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

London<br />

WC1X 8RW<br />

Legal Services, including disputes<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

T 020 7524 6000<br />

Trustee Secretarial and other Support Services<br />

F 020 7524 6524<br />

www.nabarro.<strong>com</strong><br />

04 February 2013<br />

Page 44 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Norfolk & Suffolk<br />

<strong>Pension</strong><br />

<strong>Consultants</strong><br />

3 Quay View Business<br />

Park<br />

Barnards Way<br />

Lowest<strong>of</strong>t<br />

NR32 2HD<br />

T 01502 501922<br />

F 01502 565362<br />

http://www.norfolkandsuffolk.co.uk/<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Administration Services<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> and Financial Services PR Consultancy<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Accountancy Services<br />

Actuarial Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Investment/Fund Management<br />

Page 45 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Now <strong>Pension</strong>s Third Floor<br />

164 Bishopsgate<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

London<br />

EC3M 4LX<br />

Auto-enrolment<br />

One <strong>Pension</strong><br />

Consultancy LLP<br />

T 03333 322 222<br />

F<br />

2 Venture Road<br />

Chilworth<br />

Southampton<br />

SO16 7NP<br />

T 02380 762590<br />

F<br />

<strong>of</strong>fice@onepcco.uk<br />

04 February 2013<br />

Birmingham, Reading<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Corporate IFA Services<br />

Education and Communication<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

Investment Performance Analysis<br />

Page 46 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Open Trustees<br />

Limited<br />

Optima Financial<br />

Services Limited<br />

2 Temple Back East<br />

Temple Quay<br />

Bristol<br />

BS1 6EG<br />

T 0117 917 3566<br />

F 0117 917 3567<br />

jonathan.hazlett@osborneclarke.<strong>com</strong><br />

www.osborneclarke.<strong>com</strong><br />

2 Bon Accord Square<br />

Aberdeen<br />

AB11 6DH<br />

T 01224 587582<br />

F 01224 587583<br />

04 February 2013<br />

London, Reading Osborne Clarke Solicitors<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Independent Trusteeship<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Education and Communication<br />

Legal Services, including disputes<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Page 47 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Pi Consulting (<strong>UK</strong>)<br />

Ltd<br />

Pinsent Masons<br />

LLP<br />

The White House<br />

57-63 Church Road<br />

Wimbledon Village<br />

London<br />

SW19 5SB<br />

Email:<br />

jo@piconsulting.co.uk<br />

T 020 8410 3440<br />

F 020 8410 3441<br />

jo@piconsulting.co.uk<br />

30 Aylesbury Street<br />

London<br />

EC1R 0ER<br />

T 020 7490 4000<br />

F 020 7490 2545<br />

04 February 2013<br />

Birmingham, Bristol,<br />

Edinburgh, Glasgow,<br />

Leeds, Manchester<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

Trustee Secretarial and other Support Services<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

International Benefit Advice<br />

Legal Services, including disputes<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 48 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Pope Anderson<br />

LLP<br />

Practical Law<br />

Company Limited<br />

Pegasus House<br />

37-43 Sackville Street<br />

London<br />

W1S 3EH<br />

T 020 7292 8100<br />

F 020 7287 8929<br />

19 Hatfields<br />

London<br />

SE1 8DJ<br />

T 020 7202 1200<br />

F 020 7202 1211<br />

pensionsfeedback@practicallaw.<strong>com</strong><br />

www.practicallaw.<strong>com</strong><br />

04 February 2013<br />

Sheffield<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Actuarial Services<br />

Administration Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Legal Services, including disputes<br />

Page 49 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Pricewaterhouse<br />

Coopers LLP<br />

1 Embankment Place<br />

London<br />

WC2N 6NN<br />

T 020 7583 5000<br />

F 020 7822 4652<br />

04 February 2013<br />

Birmingham, Brisol,<br />

Cardiff, Edinburgh,<br />

Glasgow, Leeds,<br />

Manchester,<br />

Southampton<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Accountancy Services<br />

Actuarial Services<br />

Corporate Finance/Employer Covenant Advice<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Legal Services, including disputes<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

Page 50 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Prudential Correspondence<br />

Stirling, Paddington and Outsourcers - Xafinity (Hazell Carr PROVIDED DIRECTLY AS PRINCIPAL:<br />

address<br />

Group <strong>of</strong>fices in the City and Paymaster), Capita, JLT, James<br />

Risk<br />

<strong>of</strong> London.<br />

Hay, Suffolk Life, Vertex<br />

Actuarial Services<br />

4th Floor, 121 Kings<br />

Road<br />

Administration Services<br />

Reading<br />

Berks<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

RG1 3ES<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

T<br />

F<br />

0800 000 000<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision<br />

04 February 2013<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Page 51 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

PS4D Ltd. 77 Chapel Street<br />

Billericay<br />

Essex<br />

CM12 9JW<br />

T 07952 902 444<br />

F<br />

philip@lawpen.co.uk<br />

www.ps4d.co.uk<br />

04 February 2013<br />

Page 52 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Punter Southall<br />

Limited<br />

126 Jermyn Street<br />

London<br />

SW1Y 4UJ<br />

T 020 7839 8600<br />

F 020 7839 3343<br />

04 February 2013<br />

Aberdeen, Birmingham,<br />

Bolton, Bristol, Cardiff,<br />

Edinburgh, Glasgow,<br />

Guildford, Maidstone,<br />

Wokingham<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Actuarial Services<br />

Administration Services<br />

Corporate Finance/Employer Covenant Advice<br />

Education and Communication<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Fiduciary Management<br />

Independent Trusteeship<br />

International Benefit Advice<br />

Page 53 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Investment Consulting and Implementation<br />

Investment/Fund Management<br />

Investment Performance Analysis<br />

<strong>Pension</strong> Annuity Provision<br />

Royal London 55 Gracechurch Street Edinburgh Royal London Pooled <strong>Pension</strong>s<br />

See Scottish Life<br />

London<br />

Company Ltd.,<br />

EC3V 0RL<br />

Royal London Asset Management<br />

Ltd.,<br />

RL Corporate <strong>Pension</strong>s Services<br />

Ltd.,<br />

T<br />

F<br />

020 7506 6500<br />

Royal London Trustee Services Ltd.,<br />

Royal London Marketing Ltd.<br />

Royal London<br />

Asset Management<br />

www.royal-london.co.uk<br />

Gracechurch House<br />

55 Gracechurch Street<br />

London<br />

EC3V 0UF<br />

T 020 7506 6500<br />

F<br />

www.rlam.co.uk<br />

04 February 2013<br />

Royal London<br />

Scottish Life<br />

Trustee Secretarial and other Support Services<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Investment/Fund Management<br />

Page 54 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Sacker & Partners<br />

LLP<br />

29 Ludgate Hill<br />

London<br />

EC4M 7NX<br />

T 020 7329 6699<br />

F 020 7248 0552<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Education and Communication<br />

Independent Trusteeship<br />

International Benefit Advice<br />

Legal Services, including disputes<br />

Scottish Life St Andrew House<br />

Royal London<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

1 Thistle Street<br />

Royal London Asset Management<br />

Edinburgh<br />

EH2 1DG<br />

Accountancy Services<br />

Actuarial Services<br />

T 0131 456 1598<br />

F<br />

www.scottishlife.co.uk<br />

04 February 2013<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Investment/Fund Management<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 55 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Scottish Widows 69 Morrison Street<br />

Edinburgh<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

EH3 8YD<br />

Actuarial Services<br />

Scottish Widows<br />

Investment<br />

Partnership<br />

Limited<br />

T 08457 678 910<br />

F<br />

10 Fleet Place<br />

London EC4M 7RH<br />

Telex: 887363<br />

T 020 7203 3000<br />

F 020 7203 3030<br />

04 February 2013<br />

Kintore (Nominees) Limited<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Investment/Fund Management<br />

<strong>Pension</strong> Annuity Provision<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Investment/Fund Management<br />

Page 56 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

SEI Investments<br />

(Europe) Ltd<br />

Shepherd &<br />

Wedderburn<br />

Time & Life Building<br />

4th Floor<br />

1 Bruton Street<br />

London<br />

W1J 6TL<br />

T 020 7518 8950<br />

F 020 7518 8951<br />

Saltire Court<br />

20 Castle Terrace<br />

Edinburgh<br />

EN1 2ET<br />

T 0131 228 9900<br />

F<br />

04 February 2013<br />

Aberdeen, Glasgow,<br />

London<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Fiduciary Management<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Legal Services, including disputes<br />

Page 57 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Simmons &<br />

Simmons LLP<br />

SNR Denton <strong>UK</strong><br />

LLP<br />

CityPoint<br />

One Ropemaker Street<br />

London<br />

EC2Y 9SS<br />

T 020 7628 2020<br />

F 020 7628 2070<br />

michael.wyman@simmons-simmons.<strong>com</strong><br />

www.simmons-simmons.<strong>com</strong><br />

One Fleet Place<br />

London EC4M 7WS<br />

T 020 7242 1212<br />

F 020 7246 7777<br />

www.dentonwildesapte.<strong>com</strong><br />

04 February 2013<br />

Page 58 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Squire Sanders<br />

(<strong>UK</strong>) LLP<br />

Stamford<br />

Associates Limited<br />

7 Devonshire Square<br />

London<br />

EC2M 4YH<br />

T 0870 839 0000<br />

F 0870 839 7001<br />

http://www.squiresanders.<strong>com</strong>/<br />

19/21 Old Bond Street<br />

London<br />

W1S 4PX<br />

T 020 7629 5225<br />

F 020 7629 7355<br />

04 February 2013<br />

Birmingham, Leeds,<br />

Manchester<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Education and Communication<br />

Legal Services, including disputes<br />

Trustee Secretarial and other Support Services<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Fiduciary Management<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

Page 59 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Standard Life<br />

Assurance<br />

T J Green<br />

(<strong>Pension</strong><br />

<strong>Consultants</strong>) Ltd<br />

Standard Life House<br />

30 Lothian Road<br />

Edinburgh<br />

EH1 2DH<br />

T 0131 225 2552<br />

F 0131 245 5770<br />

21 Newbiggen Street<br />

Thaxted<br />

Essex<br />

CM6 2QS<br />

T 01371 831444<br />

F 01371 831055<br />

04 February 2013<br />

Union <strong>Pension</strong>s Trustees (Eastern)<br />

Ltd.<br />

T. J. Green (Financial Services) Ltd<br />

UPTEL Limited<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

<strong>Pension</strong> Annuity Provisioin<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate IFA Services<br />

Independent Trusteeship<br />

Investment Consulting and Implementation<br />

Page 60 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Technical<br />

Connection Ltd<br />

The Law<br />

Debenture<br />

<strong>Pension</strong> Trust<br />

Corporation p.l.c.<br />

7 Staple Inn<br />

London<br />

WC1V 7QH<br />

T 020 7405 1600<br />

F 020 7405 1601<br />

www.techlink.co.uk<br />

Fifth Floor<br />

100 Wood Street<br />

London<br />

EC2V 7EX<br />

T 020 7696 5247<br />

F 020 7696 5292<br />

www.lawdeb.co.uk<br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Trustee Secretarial and other Support Services<br />

Page 61 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Towers Watson 21 Tothill Street<br />

Birmingham, Bristol,<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

London<br />

SW1H 9LL<br />

T 01737 241144<br />

F 01737 241496<br />

www.towerswatson.<strong>com</strong><br />

Edinburgh, Leeds,<br />

Manchester, Reigate,<br />

Welwyn Garden City<br />

Actuarial Services<br />

Administration Services<br />

Corporate Finance/Employer Covenant Advice<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

Fiduciary Management<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision<br />

Trustee Secretarial and other Support Services<br />

Travers Smith LLP 10 Snow Hill<br />

London<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

EC1A 2AL<br />

Education and Communication<br />

T 020 7295 3000<br />

F 020 7295 3500<br />

www.traverssmith.<strong>com</strong><br />

04 February 2013<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Legal Services, including disputes<br />

<strong>Pension</strong> Wind-up Services (including one or more <strong>of</strong> advice on and provision <strong>of</strong> buyouts<br />

and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Page 62 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

UBS Global Asset<br />

Management<br />

21 Lombard Street<br />

London EC3V 9AH<br />

T 020 7901 5000<br />

F 020 7929 0487<br />

http://www.ubs.<strong>com</strong><br />

04 February 2013<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Investment/Fund Management<br />

Page 63 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

<strong>UK</strong>WM Corporate<br />

Solutions<br />

8 Lisbon Square<br />

Leeds<br />

LS1 4NY<br />

T 0113 229 000<br />

F 0113 229 001<br />

04 February 2013<br />

A<strong>com</strong>b Trustees Ltd.<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Actuarial Services<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Corporate Finance/Employer Covenant Advice<br />

Corporate IFA Services<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

Investment Consulting and Implementation<br />

Investment/Fund Management<br />

Investment Performance Analysis<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Annuity Provision<br />

<strong>Pension</strong> and Financial Services PR Consultancy<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Technology Services<br />

Trustee Secretarial and other Support Services<br />

MADE AVAILABLE THROUGH OTHER ORGANISATIONS:<br />

Page 64 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

http://www.ukwm.net<br />

Wedlake Bell 16 Bedford Street<br />

Covent Garden<br />

London<br />

WC2E 9HF<br />

T 020 7379 7266<br />

F 020 7836 6117<br />

cweber@wedlakebell.co.uk<br />

www.wedlakebell.co.uk<br />

Accountancy Services<br />

International Benefit Advice<br />

Legal Services, including disputes<br />

Wragge & Co LLP 55 Colmore Row<br />

3 Waterhouse Square<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

Bimingham<br />

142 Holborn<br />

B3 2AS<br />

London EC1N 2SW<br />

Legal Services, including disputes<br />

T 0870 903 1000<br />

F 0870 804 1099<br />

www.wragge.<strong>com</strong><br />

04 February 2013<br />

Page 65 <strong>of</strong> 66


<strong>Membership</strong> <strong>List</strong><br />

MEMBER HEAD OFFICE OTHER BRITISH BRITISH ISLES SUBSIDIARY AND PENSION SERVICES<br />

ISLES OFFICES ASSOCIATED COMPANIES<br />

Xafinity Consulting Xafinity House<br />

Leeds, London, Stirling, Claybrook Computing Ltd.<br />

PROVIDED DIRECTLY AS PRINCIPAL:<br />

42-62 Greyfriars Road<br />

Reading<br />

Berkshire<br />

RG1 1NN<br />

T 0118 958 3683<br />

F 0118 939 1945<br />

04 February 2013<br />

Waterlooville,<br />

Manchester, Belfast<br />

HR Trustees Ltd<br />

Paymaster Ltd.<br />

Accountancy Services<br />

Actuarial Services<br />

Administration Services<br />

Contract Based <strong>Pension</strong> Provider (including SIPP provider)<br />

Education and Communication<br />

Employee Benefit Services (including one or more <strong>of</strong> corporate wrap, flexible<br />

benefits, voluntary benefits, healthcare, insurance products, design, <strong>com</strong>munication<br />

and administration)<br />

General <strong>Pension</strong> Consultancy (including scheme design)<br />

Independent Trusteeship<br />

International Benefit Advice<br />

Investment Consulting and Implementation<br />

Investment Performance Analysis<br />

Legal Services, including disputes<br />

Longevity Risk Solutions<br />

<strong>Pension</strong> Wind-up Services ( including one or more <strong>of</strong> advice on and provision <strong>of</strong><br />

buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)<br />

Trustee Secretarial and other Support Services<br />

Page 66 <strong>of</strong> 66

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