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Background

The CMI Scheme has around 250 members and assets under management of around £40m.

The Trustees of the CMI Scheme undertook a procurement process for actuarial, administration and investment services during August/September 2016, during a triennial valuation cycle (valuation date was 31 March 2016).

We were successful in the tender process and commenced work immediately on the transfer of data/information from the incumbent administrator (Scottish Widows). In addition to the transition project plan, we also produced a project plan for the completion of the actuarial valuation.

Key Milestones

November 2016

Valuation assumptions/methodology report and “headline” results

1 December 2016

“Go-live” date for actuarial and administration services

“Go-live” date for actuarial and administration services

Full preliminary results

March/April 2017

Liaison with sponsor/valuation negotiations

The Team Involved

You are in safe hands with our skilled and experience team of trustee advisors.

Find out how we can help you

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