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LGT Vestra

Unique circumstances require tailored solutions

We believe each pension scheme has its own unique set of circumstances

We offer advice to Trustees of Defined Benefit (DB) pension schemes as we understand the novel challenges they face. We specialise in smaller DB arrangements, typically those with less than £100m in assets.

Our experience and skill in this area, together with our strong working relationships with actuarial and consulting firms, means we fully appreciate the issues facing Trustees.

We provide a bespoke service to help schemes invest their assets and achieve future returns in a manner consistent with the profile of their liabilities, the strength of their employer covenant and their overall funding position.

Furthermore, our strong service ethic means that Trustees and their other professional advisers can expect to be fully supported by a dedicated Investment Manager.

A bespoke investment management service for DB pension schemes

  • direct and pooled investments appropriate to the scheme’s needs
  • cash flow and liability matching expertise
  • a dynamic portfolio for the scheme’s growth assets
  • guidance on overall asset allocation decisions
  • tailored and timely reporting
  • regular attendance at Trustee meetings
  • strong and effective risk management disciplines
  • competitive, all-inclusive transparent charging structure
  • enviable track record

We are proud to be a member of both the Pensions and Lifetime Savings Association (PLSA) and the Society of Pension Professionals (SPP).

To find out more, or for an independent review of your investments, please contact:

Robin Hames
Institutional Director
020 3207 8008
robin.hames@lgtvestra.com

Jacqueline Crawley
Head of Institutional Relationships
0203 207 8110
jacqueline.crawley@lgtvestra.com