Pension scheme administration & investment
We provide administration and investment support to trustees and employers of registered pension arrangements.
The range of services spans from individual member record keeping and recording of premium contributions, to specific pension fund investment advice to employees, employers, and trustees.
How we can help
We tailor our services and advice to meet the specific objectives of each client. This reduces the burden on the trustees/employer.
Some of our Pension Scheme administration & investment services include:
- member record keeping
- benefit valuations
- default investment option strategies
- scheme specific investment advice to trustees/employers
- tailored investment advice to employees
- in house - discretionary investment management
- Advisory Investment Service
Our clients
- typically we act for small to medium sized enterprises or for trustees of registered pension schemes with less than 1,000 members
- our client portfolio includes a wide range of employers from the manufacturing sector through to world wide investment banks
Our experience and expertise
- more than 20 years experience in this field
- discretionary and advisory fund management service
- as an investment house we have immediate access to expert advice
- thorough understanding of investment markets by diligent monitoring of the major UK fund management groups
Contact us
For more information, please contact Peter Maher, Chris Murray, Ian Luck
