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Pension scheme trustees and advisers

We believe each pension scheme has its own unique set of circumstances. We offer advice to Trustees of Defined Benefit (DB) pension schemes taking into account the individual challenges they may face. We specialise in smaller DB arrangements, typically those with less than £100m in assets. Our experience, together with our strong working relationships with actuarial and consulting firms, means we have a full understanding of 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. Every Trustee and their professional advisers receive full support from a dedicated Investment Manager.

A bespoke investment management service for DB pension schemes includes

  • 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).