global vision - xerox · global vision® and how we can help with pensions and . benefits...

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This web-based platform gives you instant and easy access to your documents through a secure portal and provides a range of decision- supporting tools and data to help track and manage risk in your pension schemes and benefit plans. Global Vision® presents complex information in a clear, concise and engaging manner that enables informed and swift decision-making. Global Vision ® A Window to... Find out how we can help you by calling 0800 066 5433 or emailing [email protected]

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Page 1: Global Vision - Xerox · Global Vision® and how we can help with pensions and . benefits management. For an initial meeting, with no obligation, please contact: TrusteeServices@xerox.com

This web-based platform gives you instant and easy access to your documents through a secure portal and provides a range of decision-supporting tools and data to help track and manage risk in your pension schemes and benefit plans.

Global Vision® presents complex information in a clear, concise and engaging manner that enables informed and swift decision-making.

Global Vision®

A Window to...

Find out how we can help you by calling 0800 066 5433 or emailing [email protected]

Page 2: Global Vision - Xerox · Global Vision® and how we can help with pensions and . benefits management. For an initial meeting, with no obligation, please contact: TrusteeServices@xerox.com

Global Vision® is an innovative way to view pensions and benefits management efficiently and effectively.

Global Vision® has been designed with your needs in mind. We will work with you to ensure that it provides you with the necessary information to make effective decisions and understand how those decisions could affect your pension schemes and benefit plans.

GlobalVision

CalendarVault

Key PensionIndicators

ConflictsRegister

Investment Risk Dashboard

Administration Dashboard

Funding Dashboard

Pension Risk Navigator

Page 3: Global Vision - Xerox · Global Vision® and how we can help with pensions and . benefits management. For an initial meeting, with no obligation, please contact: TrusteeServices@xerox.com

We offer a wide range of powerful tools to help you manage your pension schemes and benefit plans.

Administration DashboardA window to your administration standards

The Administration Dashboard is a graphical view of the key metrics we generate to assess the administration service provided to you and your members. Through secure data feeds, we can present information from our workflow, finance and administration applications to provide you with a comprehensive summary of the transactional and financial activities that have taken place in your scheme.

Funding DashboardA window to your key actuarial information

The Funding Dashboard is a valuable one-page summary of the vital issues you face when managing your defined benefit (DB) pension schemes. It can be customised to track the data that is most important to you; whether that’s funding level progression, asset allocation, PPF levy estimates or wider market yields and asset performance – the Funding Dashboard will help you to understand the impact.

Investment Risk DashboardA window to your investment risks and rewards

The Investment Risk Dashboard is a dynamic tool for trustees to monitor and evaluate the performance of key investment risks and rewards within their pension scheme. It enables trustees to react more quickly, control any risks and take advantage of market opportunities when they arise.

A window to funding and investment risk management

Using interactive inputs and a range of sophisticated modelling techniques to analyse every element of your plan, this online tool, delivered within Global Vision, helps you to establish an integrated approach to funding and investment risk management. From the latest funding position and asset strategy, to the expected development of membership profiles and future cash flows, Pension Risk Navigator gives you all the information you need in a format that works for you.

The ‘what if’ questions you ask about your plan can be accurately modelled at the touch of a button and answered on the spot – allowing you to make decisions there and then with the confidence of a comprehensive audit trail of your decision making process.

Key Pension Indicators

Pension Risk Navigator

Page 4: Global Vision - Xerox · Global Vision® and how we can help with pensions and . benefits management. For an initial meeting, with no obligation, please contact: TrusteeServices@xerox.com

Calendar Conflicts Register VaultA window to your events

The Calendar tracks important scheme dates, events and tasks related to your pension schemes and benefit plans to ensure deadlines are anticipated. As well as regular events and tasks, you can add individual projects to the calendar and use it as a helpful project management tool. You can even integrate the Calendar with your personal Outlook calendar.

A window to your scheme documents

The Vault is a storage area where you can keep and retrieve all of your scheme documents, as well as uploading your own personal documents, providing you with the convenience of having all of your important documents in one place.

A window to managing your internal controls

The Conflicts Register provides on-line access to the conflicts of interest register and declarations. Users are able to update the Conflicts Register and declarations directly through Global Vision ensuring that up to date and permanent records are retained. The Conflicts Register aids compliance with the Bribery Act 2010 and also with the Pensions Regulator’s requirements for recording and managing conflicts.

Page 5: Global Vision - Xerox · Global Vision® and how we can help with pensions and . benefits management. For an initial meeting, with no obligation, please contact: TrusteeServices@xerox.com

Why choose us?

Talk to Us

9 Client relationships spanning more than 30 years

9 A hundred years of experience in the global marketplace, so you can rely on our true expertise

9 Trusted pensions and benefits consultants to over 750 corporate clients

9 Backed by global Xerox technologies

9 91% of clients would recommend us; 97% say they’re very satisfied or satisfied with us

9 A single consultancy to handle all elements of your pensions, benefits and total reward, from both a trustee and corporate perspective.

We would welcome the opportunity to talk to you about Global Vision® and how we can help with pensions and benefits management. For an initial meeting, with no obligation, please contact:

[email protected] | 0800 066 5433

Page 6: Global Vision - Xerox · Global Vision® and how we can help with pensions and . benefits management. For an initial meeting, with no obligation, please contact: TrusteeServices@xerox.com

Xerox HR Consulting and Xerox Benefit Administration Services are UK trading names of the following. Buck Consultants Limited (registered number 1615055), Buck Consultants (Administration & Investment) Limited (registered number 1034719) and Buck Consultants (Healthcare) Limited (registered number 172919) are private limited liability companies registered in England and Wales and all have their registered office at 160 Queen Victoria Street, London EC4V 4AN. Buck Consultants (Administration & Investment) Limited and Buck Consultants (Healthcare) Limited are authorised and regulated by the Financial Conduct Authority.

©2016 Xerox Corporation. All rights reserved. Xerox® and Xerox and Design® are trademarks of Xerox Corporation in the United States and/or other countries. BR16621

What Our Clients Say

Very pro-active at offering ideas, solutions and the turnaround is very fast. Everyone in the team is very professional and lovely to work with.

Professional service focussed staff, timely, reliable & quality advice.

I am very satisfied because of the quality and appropriateness of advice, the relevance and timeliness of response and the level of professionalism and knowledge of the people I deal with. At the same time they are all friendly, approachable and reliable.

The team are innovative and work hard with us to understand the culture of our organisation and how we work. We have built up a great relationship with the team.

Quality of staff is excellent and they are very knowledgeable on the subject matter. Also quick to flag potential areas of interest/issues following changes in legislation etc