Guides & Whitepapers

Practical resources for HR and finance teams managing European pensions.

Downloadable guides covering multi-regime administration, compliance calendars, and platform evaluation frameworks — written for HR generalists and pension specialists alike.

Compliance

European Pension Compliance Handbook 2026

A 32-page reference covering IORP II obligations, GDPR data processing requirements, and country-by-country contribution rules for UK, Germany, Netherlands, Sweden, Finland, and Denmark.

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Buyer Guides

Pension Platform RFP Template for SMEs

A structured request-for-proposal template with 48 evaluation criteria covering regime support, integration capabilities, data security, employee-facing features, and pricing transparency.

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Industry Insights

The SME Pension Administration Cost Model

How to calculate the full cost — visible and hidden — of occupational pension administration for a 50–500 person European team. Includes a spreadsheet model template.

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Regime Guides

Country Comparison: UK vs Germany vs Netherlands

Side-by-side comparison of auto-enrolment rules, minimum contribution rates, employer obligations, employee rights, and regulatory body contacts across the three most complex European regimes.

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Regulatory

GDPR for Pension Administrators: A Practical Checklist

Nineteen GDPR requirements that specifically apply to occupational pension data — with a practical checklist format suitable for internal audits and DPO reviews.

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HR Strategy

Communicating Pension Benefits to a Multi-Country Team

Communication templates, FAQ frameworks, and measurement approaches for HR teams rolling out or improving pension benefit communication across European entities.

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Need something specific?

Our team publishes new guides quarterly. If you're looking for coverage of a specific regime, scenario, or topic, let us know and we'll prioritise it.

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