Optimise your resources

The Avida PERX community is a central platform for dealing with common issues, like designing ESG reporting. Rather than reinvent the wheel, work together with other members of the Avida PERX community on joint projects to co-create better solutions where all will benefit. The community will be able draw on people who have tackled these projects before and are able to ‘put pen to paper’. And if these people are not available from your fellow pension funds, Avida can help with its extensive network of experts.

Avida PERX

Borrower request

Parameter	Borrower 1	Borrower 2
Created By	06/04/2021	06/04/2021
Project type	Support with implementation of new Pensions Act 2021	Support with ESG reporting
Resources needed at	Immediately	Immediately
Length of time	3 months	6 months
Number of people required for this project	1	1
Part time/Full time	Part time	Part time
Time/week	1 day/week	2 days/week
Years' experience	5+ years	5+ years

Avida perx Membership Tiers	Bronze Join the community and explore the features	Silver Join the community and explore the features	Gold Join the community and explore the features
	Talk to Sales	Talk to Sales	Talk to Sales
Unlimited Avida PERX membership and access to portal to share, learn and benefit from the knowledge and experience from other members and develop internal talent.
Invitation to annual seminar with industry leaders on governance related topics.
Access to Avida PERX critical friend / coach (hours per month)	1	2	4
Reserved seat(s) at our exclusive roundtables on topical issues and subjects.	1	2	3
On-the-job board education on governance related topics bespoke to your fund		Annually	Semi-Annually
Introduction to Avida's extensive list of contacts: experts, pension fund executives and pension and investment academics.
Discount on all Avida research reports		25%	50%
Annually red teaming of your plans and effectiveness of the investment governance function, identifying gaps against industry best practices.
Customized roundtables and follow up masterclasses for topics that are important to you.
For important and topical issues, Avida will act as coordinator for collaboration with other pension plans.

AICRM Monthly Plans	Bronze Get onboard with the free plan and explore the features	Silver Get onboard with the free plan and explore the features
EUR	from € 420 per month Talk to Sales	Talk to Sales
Access to annual seminar on client retention
Annual client retention report “voice of the customer”
Access to semi-annual expert webinars on best practices
Review of existing practise on client retention management
On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)
Subscription to AICRM tooling and database
Subscription on AICRM monitoring with interviews
Tailored advice on improving your client retention rates with client specific action plan for improvement
Support in client specific actions for improvement
Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)
Tailored monthly one-to-one coaching with client facing staff

AICRM Monthly Plans	Gold Get onboard with the free plan and explore the features	Platinum Get onboard with the free plan and explore the features
EUR	Talk to Sales	Talk to Sales
Access to annual seminar on client retention
Annual client retention report “voice of the customer”
Access to semi-annual expert webinars on best practices
Review of existing practise on client retention management
On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)
Subscription to AICRM tooling and database
Subscription on AICRM monitoring with interviews
Tailored advice on improving your client retention rates with client specific action plan for improvement
Support in client specific actions for improvement
Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)
Tailored monthly one-to-one coaching with client facing staff

AICRM Monthly Plans	Diamond Get onboard with the free plan and explore the features
EUR	Talk to Sales
Access to annual seminar on client retention
Annual client retention report “voice of the customer”
Access to semi-annual expert webinars on best practices
Review of existing practise on client retention management
On-off pilot for key client (including interviews, bespoke advise and 1 coaching session with client facing staff)
Subscription to AICRM tooling and database
Subscription on AICRM monitoring with interviews
Tailored advice on improving your client retention rates with client specific action plan for improvement
Support in client specific actions for improvement
Tailored on-the-job training with client facing staff (6 group coaching sessions per annum)
Tailored monthly one-to-one coaching with client facing staff

Pension governance and risk management must be regularly tested for rigour and effectiveness. The crisis management exercise Avida International and Strategia Worldwide organised for us was incredibly useful in identifying our strengths as well as isolating areas where improvements can be made. I would thoroughly recommend the exercise and Avida to fellow pension funds.

Richard Law-Deeks | Royal Mail Pensions

Avida’s guidance to the trustees in improving investment governance has been hugely helpful. I appreciated their professionalism, integrity and independence in helping us to explore the options and find the right solution for us as a board.

Joanna Matthews | Civil Aviation Authority Pension Scheme (CAAPS)

Avida have demonstrated a market leading edge in strategic pensions governance thinking, and in a short time period have been able to understand our challenges and work with us to evolve our thinking. Our relationship with them is relatively new, but they have added much value.

Chris Hogg | National Grid Pension Scheme

We recently worked through a programme with Avida and Strategia to help us manage our business through a crisis. Whilst no one could have predicted COVID-19, in the last several days the lessons learned are resonating very strongly. Put simply, we’ve felt very much better prepared to deal with the challenges.

Ian McKinlay | Lloyds Banking Group

Buy-ins
Longevity hedging
ESG reporting
Designing and implementing risk registers and reporting
Sectionalization
Provider review
Fiduciary manager search
GMP Equalization
Admin projects
Transitions to new service providers, including administrators

the optimal solution for pension fund teams

Avida PERX

Avida Pension Executive Resource eXchange

What is it?

Especially for:

Provider

Borrower

Optimise your resources

Enquire about Avida PERX and read more about what we can offer you

How we can help you

What kind of project could benefit from Avida PERX?

Avida PERX

Borrower request

Avida PERX

Provider offer

Avida PERX

Join The Community

Avida perx

Membership Tiers

Bronze

Silver

Gold

AICRM

Monthly Plans

Bronze

Silver

AICRM

Monthly Plans

Gold

Platinum

AICRM

Monthly Plans

Diamond

Avida PERX Request

Avida PERX Contribution

TESTIMONIALS

What some of our clients have to say:

QUICK ENQUIRY

Speak to an advisor