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To arrange a personal demonstration please call: 0845 200 7829
or email us at info@eshareuk.com

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August 2008
Welcome!
 
In this issue of the Governance Newsletter we will be looking at:
  • The Regulator's Governance Survey
  • eAppoint
  • Win an iPod Touch by completing the eShare Governance Software Survey
TPR Governance Survey
The Pensions Regulator has recently issued their latest Governance Survey.  In it they discuss Adviser Appointments and the processes schemes have in place to manage them and how they review their effectiveness.
 
TPR Governance SurveyThe results were concerning as they discovered that 60% of small schemes and 58% of large schemes had failed to put in place a formal process for appointing advisers and service providers.
 
"Around a third (35%) of schemes always have a formal process (such as a checklist) when appointing external advisers or service providers."
 
To read the survey in full, please click on the link below:
 
eAppoint
eAppointTo aid schemes in managing their adviser appointments, eShare have developed eAppoint.
 
eAppoint creates a schedule of appointments and ensures reviews are performed on a periodic basis to ensure their services continue to be effective and add value to the scheme.
 
Benefits:
  • Saves time
  • Manages appointments
  • Ensures actions for improvement are completed 
  • Categorises appointments
  • Everything is recorded and maintained
  • Meets regulatory requirements

To book a demonstration call 0845 200 7829.  Alternatively you can visit our website to discover more by clicking the link below:

    
Governance Software Survey
 Governance Software Survey
    
If you would like to discuss anything in this newsletter further, please do not hesitate to get in touch.
 
We look forward to hearing from you shortly.
 
Kindest regards
 
Alice Cambata