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Creative Financial
  • Home
  • About us
  • Private Clients
  • Wealth Management
  • Pensions & Retirement
  • Investments
  • Family Protection
  • Later Life Advice
  • Tax & Estate Planning
  • Employee Benefits
  • Business Protection
  • Health and Well Being
  • Group Risk Solutions
  • Auto Enrolment & Workplace Pensions
  • Knowledge Area
  • Contact us

Pension Trustees

Small schemes differ from each other just as much as large schemes – and so we tailor our investment advice to suit your scheme’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.

Asset Planning Cycle

In these times when so many defined benefit pension schemes are underfunded it is essential that a scheme’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.

We can:

  • 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.

    Contact Us

    info@sterlingpensions.co.uk

     020 7537 6934

    Registered Address:
    5 Greenwich View Place,
    London,
    E14 9NN


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    Sterling Financial Consultants Limited

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. Sterling Financial Consultants Limited is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk/register). Financial Services Register No: 521843 Registered in England & Wales, No. 4009965 Registered Office: 5 Greenwich View Place, London E14 9NN. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.