A contract with a DC provider is a long-term commitment. Consequently, it is important that our clients are able to fully weigh and compare the capabilities and strengths of each provider before selecting a partner. It is also critical that our clients continue to monitor the selected provider to ensure the reasons for selection continue to apply and that their chosen partner maintains a competitive position in these areas.
What we do - the key research activities within the team include:
- Meetings
- Operational and investment administration site visits
- Strategy sessions with senior managers
- Updates on product development
- Qualitative assessments
- Fund range
- Online service functionality
- Communication materials
- Data monitoring
- Product and service questionnaire
- Administrative performance
- Fee analysis
- Wrapping of external fund links
- Feedback
- Client opinion surveys
- Interviews with client-facing employees
- WTW consultant surveys
Accessing WTW’s research-led consulting provides clients with the following benefits:
