Our investment consulting team provides investment advice to trustees and plan sponsors, as well as advice to clients in the broader area of risk management. We offer a cost effective service that marries actuarial and strategic investment advice along with commercial experience.

Inappropriate investment policy can prove very expensive. It is vital that the risks and rewards behind trustee investment policies are fully understood by all stakeholders.

Investment strategies need to be tailored to meet the needs of trustees and to reflect the unique characteristics of the scheme concerned. A “one size fits all” approach rarely if ever works.

The economic downturn, developments in investment consultancy and investment management and the recommendations of the “Myners Report” have all contributed to making pension scheme investment decision-making more complex and costly than ever before.

Our services are designed to help trustees and sponsors to focus on the important issues. In order to assist our clients in establishing an appropriate investment policy, we provide pro-active advice which is clear to all parties.

Decision making needs to be efficient and implemented without delay. Good advice will lead to favourable outcomes at reasonable cost. In our experience plan sponsors and trustees need advice and not just a range of options.

What we can do for you:



Annuity Buy-out and Buy-in

Investment of Court Awards

Get in touch

Leave a message with some information about your query and a member of the team will be in touch.