Pension investment management

If you have a personal pension, such as a Self-Invested Personal Pension (SIPP) or a Qualifying Recognised Overseas Pension plan (QROP), you can benefit from Quilter Cheviot’s pension investment management expertise and highly personalised service.

In addition to personal pensions, we can manage the following schemes on behalf of trustees: 

  • Defined benefit
  • Defined contribution (non-default auto-enrolment options)
  • Small self-administered schemes (SSAS)
  • Group self-invested personal pensions (group SIPPs).
  • Retirement Trust Schemes
  • Retirement Annuity Contracts
  • International Personal Pensions.

Our experience means we have a detailed understanding of the unique challenges and goals for each type of pension scheme.

Our bespoke approach

We know that no two pension schemes are the same. Working alongside our pension specialists we develop a bespoke investment plan for each scheme. This includes:

  • A service tailored to meet your specific instructions
  • Portfolios designed to meet a target return with our team proactively selecting investments
  • A specialist performance benchmark
  • Bespoke fixed-interest portfolios, designed to meet future pension liabilities.

Your personalised service

Our team is made up of specialist investment managers from across our office network. They draw on the substantial resources and knowledge available throughout Quilter Cheviot.

Trustees, companies, members and their advisers all require confidence when investing, that is why our personalised approach is so effective.

As with all our clients, you will receive the same high level of personalised service, regardless of whether you are an individual looking to save for retirement or you own a company setting up a small self-administered scheme (SSAS).

We will take the time to discuss your unique needs with you. This will enable us to select the right investments to help achieve your goals through carefully considered long-term investment.

Share your goals with us

Come and see us so we can start working to get you closer to your personal financial goals.

Related content

Investment insights

Subscribe to our Monthly Market Commentary

A wider perspective on events and pressures affecting global politics and economics. We look at events of the last month and our expectations for the next.

Straight from the experts

Enjoy articles and infographics from our expert research team, as they discuss their predictions and the rationale behind their investment picks this month.

Data and charts