Small schemes differ from each other just as much as large schemes â€“ and so we tailor our investment advice to suit your schemeâ€™s needs. With our extensive experience of the asset market available to smaller schemes, we can avoid the “one size fits all” approach and provide a solution that is suitable for you and your objectives for your scheme.
Our approach to investment consultancy follows the Asset Planning Cycle, shown below. This process helps Trustees to make rational decisions, while conforming to best practice including the Myners' Principles. It can be seen that the cycle is a continuous process. Although it is normal to start with Objectives and Attitudes to risk, the process does not stop when an investment policy has been implemented.
In these times when so many defined benefit pension schemes are underfunded it is essential that a schemeâ€™s investments be made to work as hard as possible, within acceptable risk parameters, to ensure that sufficient funds are available to meet all benefit payments as they fall due.
help you form suitable investment objectives, a long-term funding objective and de-risking plans,
highlight and explain alternative options for your pension investment strategy for varying levels of risk and expected return, and
provide you with fund manager recommendations to run each asset class mandate.
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