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Defined Benefit

We help Trustees of defined benefit schemes make and implement their most important decisions about long-term objectives, investment strategy and risk management. Circumstances vary from client to client, but our overarching objective is: stability in an uncertain world.

That means we strive to achieve acceptable outcomes – for Trustees, members and corporate sponsors – no matter what happens to economies and markets.

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  • Fiduciary Management

    We provide Fiduciary Management services to schemes with assets of £100m to £2bn+. We take full responsibility for improving clients’ funding ratios while acting as an accountable partner and a single point of contact for Trustees.

  • Investment Advisory

    We provide Investment Advisory services to schemes with assets of £2bn+. We facilitate timely, effective decision-making, without adhering to industry dogma or rigid house views. We typically work for an all-inclusive fixed fee, and we don’t try to sell additional services.

  • Integrated Risk Management

    We believe IRM considerations should be applied whenever Trustees are setting and managing their journey plans (the path to achieve their funding objectives). We help clients with a 4-step approach.