Strategic business plan
Aon can support you in ensuring your long-term objectives are clearly documented, with a clear vision and mission statement for all areas, and an integrated governance structure, to ensure that your performance against objectives is monitored effectively, and supporting the efficient achievement of your stated aims. We can help you wherever you are in setting your long-term strategy from:-
- ensuring that your plans are documented
- ensuring that there are clear goals across all areas relevant to your stated long-term aim
- supporting you in understanding the most efficient path through relevant actions over the next 3 years across all areas
- putting this into a clear 1-3 year plan of action
- aligning your governance structure to monitor those risks and opportunities that are most pertinent to your plans
We have colleagues across the UK who have supported a number of our clients develop and manage their strategic plans.
A clearly articulated and documented strategic business plan, covering all areas of work, helps ensure that only work that helps you reach your objectives is undertaken, saving time and cost for the scheme and reaching your goals in the most efficient way possible.
We know that those who have a clear strategy tend to be more effective in reaching their goals. The same is true in relation to pension arrangements. Whatever your situation, understanding what you want to achieve across a range of areas, including your financial objectives, and also your member experiences and governance aims ensures that all activity is aligned to what you are seeking to achieve.
We can help you ensure that your business plan is more than just a calendar of events. That it actually helps you to think through what activity is needed and when, in what order actions need to be tackled and what actions do not take you forwards towards your ultimate goal. We can support you in working with your other advisers to link all the elements together into a holistic plan, helping you assess what's feasible in what timeframe, what activities are dependent on other elements, and therefore the most efficient path through the programme of work.
We can then create a governance structure that puts some rigour around that – , risk/return analyses can be used to ensure focus is on those that bring optimal results first; agenda items are considered in the context of how they support the long-term goals; clear measurable targets for achievement each year and support in reviewing performance against these objectives. Resources can then be assessed (using our skills and diversity assessment if required) to ensure that you have the right people supporting in the right areas, and that these value-add projects can be completed in the time frames agreed.
Linking the strategic objectives to the strategic risk register, which is used to support active decision-making, ensure that both the risks and the opportunities that support the long-term goals are monitored on an active basis.
Circumstances change, market opportunities come and go, so we can help you review your strategic business plan on a regular basis to ensure that it remains fir for your purpose.
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Where do I find out more?
If you wish to speak to someone about our scheme secretariat or pensions management services, or are looking for some support for a project or to cover a period of absence, please contact one of the Governance Team below, or your usual Aon contact.
Stephen Davidson – Associate Partner
t 0131 456 6485 | m 07971 969832
[email protected]
Stephen is an Associate Partner in our retirement business based in our Edinburgh office and has over 30 years of pensions and wider benefits experience, with 18 of these with Aon.
He has a very broad range of knowledge across the pensions, investments and wider employee benefits including a deep specialism in many areas including Governance where he is a senior member of Aon’s specialist Governance team and works with client to develop and deliver an effective governance framework.
Jonathan Craven – Associate Partner
t: 0113 394 3433 | m: 0797 619 4549
[email protected]
Jonathan is an experienced, outsourced Pensions Manager and lead Consultant with over 20 years pensions experience. Jonathan leads the relationships with a number of key clients across Industrials and Financial services, covering the spectrum of defined benefit and defined contribution pension arrangements.
Jonathan's primary focus is on working with his clients to help define their strategic aims and leading the delivery of services across a wide range of disciplines to deliver on those objectives.
With his breadth of Trustee and Corporate experience, Jonathan has a deep understanding of the levers available to clients in the execution of their strategic plans, including advising clients on member options through to the development of effective risk transfer strategies.
Anne Salzedo – Associate Partner
t +44 (0)1252 768058 | m +44 (0)7967 214696
[email protected]
Anne is an Associate Partner and has over 30 years’ experience joining Aon in 1988. Anne is a Client Manager and Scheme Secretary lead and has worked with a number of companies ranging in size from around £100m to £3bn.
Anne has broad experience across the pensions industry including previously having been Chair of the PMI Examination Board. Anne ensures that a strong governance framework is in place and documented to support and help drive the Trustee’s aims.
To learn more, or to speak to one of our experts, call 0800 279 5588 or email [email protected]
Aon Solutions UK Limited is authorised and regulated by the Financial Conduct Authority.