Fixed-fee engagement

WTP Readiness Assessment

For pension funds that haven't started their Dutch Workplace Pension transition—or are unsure where they stand. We'll map your current state, identify the gaps, and hand you a prioritised roadmap that your board actually wants to read.

Structured, fast, actionable. Not a 200-page report that sits on a shelf.

Duration 2–3 weeks
Investment €15,000–€25,000

Excl. VAT · Depending on fund size

Schedule a Consultation

Why this service exists

The transition to a Workplace Pension (WTP) under Dutch law is complex, multi-faceted, and often misunderstood. Most pension funds start the journey without a clear picture of what they're actually facing—across governance, contract design, member communication, data readiness, systems, risk management, and timeline.

That uncertainty leads to wasted time, false starts, and decisions that need reversing later. We designed the WTP Readiness Assessment to cut through that fog in 2–3 weeks and give you the clarity you need to move forward with confidence.

What you get

Current-State Assessment

A structured evaluation of your fund across 8 WTP dimensions: governance, contract choice, investment, member communication, data quality, IT readiness, risk appetite, and timeline expectations.

Gap Analysis

A clear map of where you stand against DNB's expected transition milestones. We show you the distance, not just tell you you're behind.

Prioritised Roadmap

A sequenced implementation plan with effort estimates, resource requirements, and decision points. Ranked by impact and urgency, not by what sounds important.

Board-Ready Presentation

A 20–30 minute presentation tailored for board-level discussion. Results, recommendations, and the next steps. No jargon, no padding.

How we work

1

Structured Interviews (2–3 days on-site)

We speak with your board, pension team, communications, and IT leads. We use a standardised assessment framework across all 8 dimensions—consistency is the point.

2

Analysis & Roadmapping (3–4 days)

We synthesise the interviews, benchmark against DNB expectations and peer funds, identify gaps, and build a prioritised roadmap with effort and resource estimates.

3

Board Presentation (1 day)

We present findings, recommendations, and next steps directly to your board. Time for questions, challenge, and alignment on priorities.

Who this is for

This service is built for pension fund boards that need clarity fast. Whether you're pre-transition and haven't built a detailed plan, or you're six months in and wondering if you're on track—the WTP Readiness Assessment gives you the structured picture you need. It works best for funds in the €500m–€5bn AUM range, where transition complexity is real but the organisation is still nimble enough to move quickly.

Frequently asked questions

What if we've already started our transition?

The assessment can still add value. We'll map your current progress, identify what's on track, and highlight the gaps you might have missed. Many funds benefit from a mid-course check-in to confirm they're hitting milestones correctly.

Do you provide implementation support after the assessment?

Not as part of this service—that's deliberate. The assessment is designed to be independent and clear-eyed. If you want us involved in implementation, we'll talk about that separately once you've had time to review the roadmap and discuss it with your board and advisors.

How is this different from a big four consultancy's transition audit?

We focus on speed, clarity, and actionability. A typical Big Four audit delivers a 200-page report in 12 weeks. We deliver a structured assessment, a prioritised roadmap, and a board presentation in 2–3 weeks. We're solving the problem you have right now, not everything you might theoretically need.

What happens if the assessment reveals we're significantly behind?

That's useful information, and it happens. The roadmap will be honest about timeline, resources, and risk. If it turns out you need external support, you'll know what to ask for and you'll have a clear scope to shop around.

Ready to assess your WTP readiness?

Schedule a conversation with our team. We'll discuss your specific situation, confirm the scope, and get you a timeline and fee estimate.

Get in Touch