An evolution in pension provision

Evolve provides a range of workplace pension services to pension schemes, employers, trustees or consultants.


With ongoing increases in legislative responsibilities facing pension schemes, Evolve has a streamlined process for scheme’s wishing to consolidate. Evolve can arrange presentations to Trustees and sponsors, showing how, with a tailored project plan, existing pension schemes can effectively manage a transfer of members’ assets into Evolve’s Crystal , the award winning Master Trust, which concentrates on delivering great member outcomes through accumulation and during drawdown.

Evolve can manage the whole transition process including:

  • Presentations to operating parties
  • Communications with the Pensions Regulator
  • Communications to participating employers
  • Communications to members
  • Wind up deeds
  • Investment mapping
  • Data transferral
  • Ongoing administration


The one site, in house feel provided by operational, administration, data, IT and accounting teams, ensures Evolve clients receive dedicated support from the transition period through to member support whether it be by online services, digital communications or by telephone. Evolve’s capabilities and systems give our clients and members the confidence that their pension administration requirements are being managed by pensions qualified experts.

Our Service Level Agreements are tailored to your requirements and our targets are set at 95%. Small teams are managed by Team Leaders who ensure clients receive a high quality dedicated service which results in flexibility of service, control of risk, certainty of cost and unrivalled support.

Fund accounting

Fund accounting is controlled by the Head of Administration and the Head of Finance. Daily reconciliations of bank accounts and investment holdings are automated using our administration system.

Pensions Payroll

Evolve’s pensions payroll service allows pensioner members to view payments online and receive payslips via digital or paper communication. The system is highly automated but administered by experts, which means that clients, trustees, employers can be confident their members get the right benefits at the right time.


Evolve’s cloud and web based infrastructure ensures data is held safely and securely with fully integrated workflow, document management, letter generation and real-time internet self service facilities for members, employers, third parties and trustees. The administration system encompasses payroll, banking, online contribution interface, Auto Enrolment data, the Member Access Portal (MAP) drawdown and annuity options.


To ensure costs are kept to a manageable minimum, Evolve provide a totally paperless solution for your employees which can result in significantly lower fees. If any element of the process requires paper based communications, these can be competitively priced using our printing and postal partners.

Cyber Security and Data Protection

The security of member data is paramount particularly in the digital age, Evolve ensures that robust controls are in place and regularly monitored to minimise the risk of data breaches and malicious cyber threats. The latest software is utilised with automated updates to ensure data is protected at all times.


Evolve can review any project or issue pension schemes are facing, from re-writing communications to revising investment options and the closure of schemes. Evolve aims to get to know and work with employers who run their own schemes to the trustee body of a client, supporting and developing its work. This includes advanced administration processes, highly developed investment expertise, knowledge of Master Trust and defined contribution schemes.

Above all Evolve provide an extremely professional service of very high quality and supply credible, capable and commercial support for pension schemes and their trustee board and has a growing number of clients saving valuable time and income by using an outsourced service.


Evolve deals with a wide range of governance issues including trustee, secretarial, strategy and business plans for DC schemes. The future of DC provision lies with sound foundations and the ability to innovate with in a highly legislative environment.

Evolve has built a sound reputation on being ‘sensible’ with its approach to DC provision and support and the expertise of Evolve’s governance experts can support schemes through times of change.

Master Trusts

Evolve has exceptional knowledge and experience in the operation of Master Trusts.

Evolve is the sponsor and strategist to The Crystal Trust (Crystal) and employs a highly skilled set of pensions experts to ensure the smooth operation of both covering finances, strategy, governance and administration.


Crystal provides the ultimate solution for pension schemes wishing to consolidate allowing members to accumulate funds in a wide range of diverse investment offerings, moving into award winning drawdown options in retirement. Crystal achieved Master Trust authorisation, as confirmed by the Pensions Regulator on 11th April 2019, has completed the Master Trust Assurance Framework (AAF02/07) and is an Auto Enrolment qualifying workplace pension scheme.

Crystal uses a range of pensions experts to manage the operation including a dedicated independent board of Trustees and advisors who all act independently from the Trustee providing impartial advice.

With no Shareholders seeking profits, Crystal offers excellent value for its members and any surplus funds are used to benefit members by continually improving services, security and reducing charges.

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Swanley Office

Unit 2, White Oak Square

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