Pension schemes

We act for many pension scheme clients, both locally and nationally. These schemes range from small self administered schemes set up by our own clients, to large multinational defined benefit schemes with hundreds of millions of pounds of investments and thousands of members.

We are in the unique position in our local area, through our membership of HCWA, to have access to one of the major specialist pensions units in the UK.  Therefore our clients rest assured that the local team have the industry intelligence & backing of a world class pedigree team at national level, but the quality and depth of knowledge to handle their affairs locally.  We are the experts on Tees Valley in our field.

We assist our clients with audit, tax and advisory services, covering everything from audit and accounting to risk assessment, internal controls reporting, scheme governance, investment governance and employer covenant reviews.

We are continually adapting and updating our practices to ensure our clients receive the best advice.  Our carefully organised audit teams ensure excellent project management and we believe that this combination of expertise and personal commitment to clients is paramount.  It results in enjoyable, highly effective relationships that stand the test of time.

If you are interested in finding out about our services arrange a free hour’s consultation with Paul Harrison - email paul.harrison@waltonscw.co.uk