DB Investment Consulting
Our approach is designed to ensure that we work with you to build a strategy that meets your specific needs, with greater certainty of outcomes.
By building a resilient strategy, we make sure you have the right assets to pay each benefit with confidence.
Impactful, impartial investment advice
As DB schemes mature and markets evolve, balancing the need to generate returns over the long-term, whilst ensuring there is a reliable source of cash to pay members’ benefits in the short-term, is a difficult juggling act. All without putting unnecessary strain on the sponsoring employer.
Making sure you have a clear, integrated funding and investment strategy is key. With the right balance of ‘Growth’, ‘Income’ and ‘Protection’ assets, our GrIP approach ensures you can deliver your members’ benefits with confidence.
Contact Elaine to find out more about how we can help you, or read on to explore our full range of investment consulting services.
- Strategic asset allocation and management
- Manager selection and monitoring
- Financial modelling & portfolio construction
- Transition services
- Performance and risk monitoring
- Development of investment objectives & beliefs
- Responsible investment & ESG
What does TPR's new DB funding code mean for you?
On 3 March, The Pensions Regulator's (TPR) published their first consultation on a new, more prescriptive, DB code of practice on scheme funding.
You can now replay our webinar below where our experts, alongside David Fairs from TPR, discussed the key themes from the consultation and how this impacts your scheme.
Fast Track Assessment Tool
Fast Track or Bespoke: which approach is right for you?
Try our free interactive tool to quickly identify whether your current strategy is more suited to the ‘Fast Track’ or ‘Bespoke’ route from TPR’s DB Funding Code of Practice.
Understanding your DB Destination
DB End Games
As The Pensions Regulator continues to emphasise the importance of setting an appropriate Long Term Objective (LTO), the majority of trustees either plan to, or have already, reviewed the end goal for their DB pension scheme.
As a result of this increased focus on the end game, we’re seeing a shift in trustee behaviours. But are trustees properly considering all of the end game options available to them? And do they fully understand what they’re aiming for?
Responsible Investment Podcast
In this series our host Simon Jones explores the theme of Responsible Investment. He interviews a variety of experts to get their view on how we move forward and tackle this important issue. Guests have included Henrik Wold Nilsen of Storebrand Asset Management sharing his thoughts on climate aware investing, Faith Ward, Chief Responsible Investment Officer at Brunel Pensions Partnership dicussing the challenges the industry faces and Michael Bushnell, Managing Director at Lincoln Pensions, to talk about how climate risk can be considered when evaluating sponsor covenant.
You can find all our latest episodes below.
Get in touch
If you would like to find out more please don't hesitate to contact Elaine.