We manage investments on behalf of a wide range of pension schemes, covering:

  • Self-invested personal pensions (SIPPs)
  • Defined benefit
  • Defined contribution
  • Small self-administered schemes (SSASs)
  • Group SIPPs and offshore pension arrangements

The same high level of personal service for all

All our clients are treated the same, regardless of whether they are an individual looking to save for retirement, or a company setting up a scheme under the new auto enrolment rules.

We ask the questions that count

Ensuring we match each of our clients’ unique requirements with the right investment opportunities to achieve their goals through carefully considered long-term investment.

A bespoke investment approach

No two pension schemes are the same, which is why we can develop a bespoke investment approach for each scheme.

This includes:

  • Tailored service to meet the mandate set by the trustees or SIPP member, their investment consultant, actuary or other adviser
  • Auto-enrolment default schemes for our corporate clients
  • Portfolios designed to meet a target return with proactive asset allocation
  • Specialist benchmark constructed when consulting with the trustees
  • Bespoke fixed interest portfolios to assist with liability matching.
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Our Reporting process is built on: 

  • Regular, clear communication – with trustees and their advisers. Usually on a quarterly basis, but additional reporting frequencies are available as are ad-hoc reports.
  • A structured and comprehensive approach – that can be tailored to meet specific needs.
  • An online service – secure, password-protected website providing easy access for trustees, SIPP members and their advisers to view portfolio valuations and transaction schedules online.
  • A yearly reporting schedule – including SORP7 reporting for occupational schemes; GIPS methodology performance reporting; a consolidated tax certificate in an HMRC approved format; a transaction schedule outlining the changes to the portfolio; and a year-end valuation.