Jo Willis's Contact Details

Jo Willis's Company Details

Hughes Price Walker

Bristol, England, United Kingdom • 10 Employees
Financial Services

Hughes Price Walker helps Trustees of occupational pension schemes and the Employers that support those schemes. We are a firm of consultants, actuaries, administrators and investment advisers. Our office is at 15 Pembroke Road, Clifton, Bristol BS8 3BA.ISO: 9001 accreditedQuality Assurance Scheme accreditation from the Institute and Faculty of ActuariesCyber Essentials certifiedOver 50 trustee clients of which 35 are full servicesClients nationwide and operating in education, charity sector, law, manufacturing, retail, engineering, hospitality, food production, transport, accounting, education, banking, housing, science, private equity, motor trade, leisure, healthcare etc. Around 30 staff: split 15 actuarial/pensions/investment consultancy & 15 administration/accountsWe work in partnership with employers and trustees to achieve a good outcome for all to help you all the way to buy-outHigh service level standards: 5-day turn around on most activities (24 hours for death cases) with over 97% successDelivered from one office, so you have a joined-up single team working for youSpecialising in small to medium sized clients (with assets from £1m to £250m)Innovative use of technology, for example:o an interactive asset liability modeller that maximises the efficiency of your investmentso an interactive scheme funding modellero transfer value calculator producing bulk transfer values for all deferred members Success with our clients:- Taking a scheme from a 62% funding level on buy-out to 100% buy-out in 7 years by following a high growth investment strategy and implementing an enhanced transfer value exercise- Helping a scheme with just a 63% buy-out level to a large surplus on buy-out over 9 years with a combination of investment growth, enhanced transfer values, early retirements and pension increase exchanges