Business Details
21 Years
experience
Trusted Pension Audit and Assurance Services in London
We are a specialist pensions audit firm committed to delivering stress-free, timely, and expert service that takes the pressure off our clients. With over two decades of combined experience, our team provides fixed-fee pension scheme audits and assurance reports tailored to the needs of trustees, administrators, and managers. Our dedication to transparency ensures no unexpected costs, while our efficient processes guarantee adherence to deadlines.Recognised for our award-winning service, we pride ourselves on being approachable, reliable, and focused on continuous improvement. By prioritising client relationships and maintaining an open, honest culture, we empower our clients to better serve their members with confidence.
Services
Pension Scheme Audits
Assurance Reporting
Risk Register Review
ESOG Implementation
ORA Preparation
Governance Process Review
Policy Gap Analysis
Trustee Training
Details
- Year established: 2005
Highlights and features
- Award-winning pension audit specialists with 20+ years' experience
- Dedicated team focused exclusively on pension scheme audits
- Fixed-fee services with complete cost transparency
- Efficient processes meeting strict deadlines reliably
- Proven track record with UK's largest pension schemes
What people say
Excellent service
Responsive team
Professional expertise
Timely delivery
Clear communication
Services
Pension Scheme Audits
Specialist pension scheme audits delivered by dedicated experts with fixed fees and guaranteed timelines. Our team provides comprehensive assurance for trustees and administrators, ensuring compliance with regulatory requirements while maintaining transparency throughout the process. Clients benefit from our deep industry knowledge and proven methodology that minimises disruption to their operations.
Assurance Reporting
Independent assurance reporting that demonstrates organisational excellence through streamlined processes and expert analysis. We help businesses evidence compliance and internal controls to stakeholders using established frameworks like AAF and ISAE standards. Our approach combines technical expertise with clear communication to deliver actionable insights.
Risk Register Review
Comprehensive risk register reviews that identify governance gaps and strengthen risk mitigation strategies. Our specialists evaluate existing controls against regulatory expectations, providing practical recommendations to enhance risk management frameworks while maintaining proportionality for different scheme sizes.
ESOG Implementation
Expert guidance implementing Effective Systems of Governance (ESOG) in accordance with The Pensions Regulator's General Code. We help trustees establish robust policies across nine key areas, including investment governance and member communications, through tailored gap analysis and remediation support.
ORA Preparation
Own Risk Assessment (ORA) preparation services that ensure compliance with triennial review requirements. Our team provides templates, workshops, and independent reviews to validate governance effectiveness, helping trustees demonstrate practical implementation of their ESOG frameworks to regulators.
People
Gareth Burton
Founder and CEO
FCA-qualified founder with vision to transform pension audits. Brings 20+ years' industry experience and passion for continuous improvement. Leads team development while maintaining client focus.
Bhav Patel
Director of Audit and Assurance
FCCA-qualified director overseeing audit quality and client relationships. Specialises in pensions sector with focus on technical excellence and process optimisation. Provides escalation support for complex issues.
Laura Casserly
Director
FCA-qualified director with 20+ years' pensions experience. Expert in audit delivery and governance for large schemes. Active participant in Pensions Research Accountants Group's master trust working party.
Jade Brooker
Senior Manager
ACCA-qualified senior manager overseeing audit projects and team development. Combines client management with practice leadership responsibilities. Focuses on training and process improvements.
Luke Bosch
Manager
ACCA-qualified manager handling pension audit portfolio. Specialises in trainee development and quality assurance. Known for attention to detail and efficient audit process management.
Questions
What pension audit services do you offer?
We specialise in pension scheme audits, assurance reporting, risk register reviews, ESOG implementation, and ORA preparation tailored to UK trustees' needs.
How do your fixed-fee audits work?
We agree transparent fees upfront with no unexpected costs, delivering services within agreed timelines while maintaining technical excellence.
What experience do you have with large pension schemes?
Our team has worked with some of the UK's largest pension schemes, including master trusts and multi-employer schemes with complex structures.
How do you ensure audit quality?
Through dedicated specialists, rigorous quality reviews, and continuous process improvements supported by 60+ combined years of pensions expertise.
What areas do you cover?
We operate nationwide across the UK, supporting pension schemes in London, Oxfordshire, and throughout the country.
