We are a well established investment team – formed over a decade ago – with experienced authorised consultants. Our Head of Investment Services has 25 years of pensions experience and has been working as an investment consultant since 2008. Our other senior investment consultants have similar levels of experience.
Across the team, we’re all driven to do the right thing for our clients at all times, even if that doesn’t earn us the highest fees. We focus on providing advice that is in the best interests of the scheme.
If a simple, low-cost solution – such as a cost-effective fund platform – is suitable, then that is what we recommend. An automated approach also frees up more time for what we do best – understanding the needs of our clients and providing human guidance and advice in clear, straightforward language.
This reflects the company’s client-first approach. We take the time to listen to our clients and develop a clear strategy on that basis. We offer a range of options to meet different objectives and budgets – from simple market-based yield triggers to bespoke funding monitoring on a daily basis.
None of our staff have chargeable hours targets, and we are not incentivised to ‘sell’ investment products to our clients.
We’re a close-knit team – that’s one of our biggest strengths and our clients benefit from that. We have regular market discussions, where consultants and researchers contribute market intelligence together with insights from trustees and fund managers. Our transition specialists can then pick up any issues affecting transactions and market liquidity. All of this gives our investment consultants a broad and detailed view of market developments at all times.