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

  1. Increase your DB members’ benefits starting with those who need it most
  2. Boost your current employees’ DC pension pots and wider benefits with no additional cost to the business
  3. Save on scheme running costs and expenses

PeoplE

Meet our partners

About

Nikesh is an investment specialist, with a background as a consultant, chief investment officer and investment strategist for institutional investors globally. Nikesh is not just about the asset side. He is also a trustee and non-executive director of two major DB and DC pension schemes in the UK. 

Nikesh Patel

About

Gerard is an actuary with over 20 years’ experience advising public and private companies in getting the best from their pension and employee benefit arrangements. He is a veteran of “big consulting” who forms strong working relationships with his clients.

Gerard Ward

About

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