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