About Us
Who we are
Independent advisers who make the time to think differently.
We’re led by three partners with a track record of innovation, and a shared ambition to see the pension industry deliver better outcomes for the people it was set up to serve.
As independent advisers, we make the time to get to know you, to understand the problem in depth, and to co-create the right solution with you.
It means we’ll only ever do work that delivers tangible value. And it means we’re not afraid to do something differently, when it’s the right thing to do.
what makes us different
Member+
Avoid the rush to the same solution
Not enough of the £1.5 trillion in UK pensions goes where it can have the most impact. It goes to insurers and their capital providers, and consultants who don’t have the time or freedom to reimagine the solution.
Member+ can unlock millions – even billions
Instead of going straight to buyout, we’ll help you and your scheme implement a funding and investment strategy to generate a bigger surplus. Doing this with a scheme of just £300 million can realise up to £100 million over 10 years.
Unlock the value
We’re helping stakeholders unlock the value of their scheme, to give members, employees and the company itself a better financial future.
Many ways to redirect this value
- Increase your DB members’ benefits starting with those who need it most
- Boost your current employees’ DC pension pots and wider benefits with no additional cost to the business
- Save on scheme running costs and expenses
PeoplE
Meet our partners
Nikesh Patel
Adam is the founder and former CEO of Clara-Pensions, the first and only DB superfund to complete the Pension Regulator’s assessment process. Adam has worked in financial services for over 25 years. Before bringing his passion for innovation and growth to UK pensions he was an investment manager and investment banker.
Adam Saron
Get in touch
info@greycross.co.uk