Membership is open to companies, partnerships and sole practitioners.

New Members are asked to complete an application form to assist the Society’s Council in assessing their application. Council will normally expect at least three consecutive years involvement in specific pension functions, embracing one or more of the following:-

  • Accountancy Services
  • Actuarial Services
  • Administration Services
  • Contract Based Pension Provider (including SIPP provider)
  • Corporate Finance/Employer Covenant Advice
  • Corporate IFA Services
  • Custodianship
  • Education and Communication
  • Employee Benefit Services (including one or more of corporate wrap, flexible benefits, voluntary benefits, healthcare, insurance products, design, communication and administration)
  • Fiduciary Management
  • General Pension Consultancy (including scheme design)
  • Independent Trusteeship
  • International Benefit Advice
  • Investment Consulting and Implementation
  • Investment/Fund Management
  • Investment Performance Analysis
  • Legal Services, including disputes
  • Longevity Risk Solutions
  • Pension Annuity Provision
  • Pension and Financial Services PR Consultancy
  • Pension Wind-up Services (including one or more of advice on and provision of buy-outs and buy-ins, advice on entry to PPF and advice on entry to FAS)
  • Technology Services
  • Trustee Secretarial and other Support Services

Membership subscriptions are based on the number of staff performing these functions.

In addition Council seeks details of authorisation under the Financial Services legislation, and of qualifications or experience of applicants’ staff.

If you are interested in membership of the Society, click here, for an information pack and downloadable application forms.