How the pension audit works
A fixed, evidence-led process designed for members who need clarity before they challenge an administrator.
- 1
Tell us about your pension
Start online or request a postal pack. We capture the scheme, status and documents available.
- 2
We gather and check
Evidence review, service history checks, pay assumptions and McCloud eligibility are reviewed systematically.
- 3
You receive findings
The report explains what looks right, what needs challenge and what evidence supports the finding.
- 4
We support next steps
We prepare the correction pathway or closure report, depending on what the audit finds.
Findings you can actually use
The audit report separates evidence, findings and correction steps, so you can see why a challenge is or is not justified.
- Pension statement
- Service history
- Payslips
- P60s
- Part-time records
- McCloud transition documents
Illustrative example. Outcomes vary by case.
Try these checks yourself first.
We would rather you check yourself before paying for an audit. If the records still do not make sense, send us the evidence.