Business plan
for 2021 - A checklist for DB trustees


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Plan your year effectively and make sure you cover the key topics at the right time, asking the right questions, with our business plan checklist.

With so much on the agenda for 2021, it can be difficult to know where to start, but we all know that inertia is not an option. To help you plan through this year, we've put together some resources:

  • A business plan suggesting when you might want to tackle these topics through 2021
  • A checklist to help you make sure those conversations are sufficiently robust 
  • Video summaries of each topic, giving some background and our experts' top three actions

Download the checklist

How we can help

We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.

We help trustees achieve their strategic goals, with solution-led, appropriate advice.

We help make governance simple and effective so that you can make decisions and act on opportunities quickly.

We help pension scheme trustees and sponsors to determine the ultimate destination for their scheme and help them put together a plan to get there, including how to effectively manage the risks they face along the way.