Pensions investment consultancy

We believe that there are three things that trustees and sponsors of pension schemes need in relation to investment advice.

• To reduce risk and increase expected long-term returns.
  
  This is the most important aspect of investment advice. It will lead to a lower and more predictable pensions cost for the sponsor, greater security for the members and a better chance of achieving the trustees’ objectives. 
  
  Reducing risk and simultaneously increasing expected returns sounds too good to be true. If we cannot deliver on this, we will waive the fees for our investment strategy review.
   
• To ensure that whatever time and money is spent on investment issues, that it is used as effectively as possible.
  
  Most of our clients have limited resources, including time, to spend on investments.  Fortunately, the “80:20” rule applies here. We will help you focus on the aspects that really make a difference.
   
• To make sure that you understand the advice.
  
  We will ensure that you are in a position that you can justify your investment strategy to all of the stakeholders; the sponsor, your members, the regulator, and most importantly yourselves as trustees.  “Understanding” not only helps better decisions to be made, but it also allows our clients to enjoy peace-of-mind.