How Clara Pensions navigated their highly regulated sector requirements with Bridgehouse
Our client: A member-first consolidator for defined benefit pension schemes
The Situation
As a pensions provider, Clara operates in a heavily regulated industry, where corporate governance is of the utmost importance. This was a key driver for Clara’s decision to outsource elements of its corporate governance processes to a trusted Company Secretarial resource, providing the company with end-to-end meeting support and professional minute taking at its corporate board and committee meetings, as well as ongoing annual Companies House compliance and ad-hoc governance advice. Outsourcing corporate board and committee meeting management to Bridgehouse provides a professional and cost-effective solution. Accurate minutes of meetings which may be subject to regulatory scrutiny, high standards of service, and a flexible approach to working are extremely important to this client.

Independent Expertise
Client-focused
Team-oriented
Targeted support
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What the client said
“Clara Pensions’ Board members are happy with the quality of minutes produced by Bridgehouse, and have been very impressed with the team’s skill and expertise in settling into the role and familiarising themselves with our business. Our lead resource, Karen, is highly professional and a pleasure to work with. The Company Secretarial services provided add value and benefit to our company operation – we continue to be highly satisfied with Bridgehouse.”
Kim Toker, Chief Operating Officer, October 2021

Consistent Efficient
Professional
Expert
Bridgehouse supports the client with…
- Pre-meeting support inc. drafting of Agenda and reports chasing
- Meetings attendance – In person and virtual
- Expert minute-taking
- Provision of Action List
- Annual Compliance
- Ad-hoc support for matters arising
What the client loves…
- Consistency – our lead consultant for the Client has built a great relationship with the in-house team, Chairs and other non-executive directors.
- Time Saving –outsourcing has taken pressure off the in-house team, freeing up significant amounts of time on a monthly basis.
- Efficiency – Minutes are turned around promptly; Ad-hoc requests are followed up in a timely manner.
- Professionalism – the team is very knowledgeable and professional. The pandemic obviously required flexibility on a scale not seen previously, and Bridgehouse rose to this challenge, remaining flexible and pragmatic.
- Expertise – due to regulatory scrutiny, it is crucial that the resource is able to understand and take effective minutes of meetings often complex in nature.
- Communication – the team communicates well, manages expectations and provides regular updates on the work being delivered.
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The Bridgehouse Way
Bridgehouse is a company that is dedicated to cultivating trusted, reliable working relationships with every client.
Our expert team work closely with each client, not only carrying out the tasks we are appointed for, but going above and beyond, identifying where further help is needed and ensuring that those in charge can rest assured that their governance is in good hands.
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