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
- Fiduciary oversight
- Responsible investment & ESG
Webinar library
Discussing the issues that shape our industry
For 100 years, we’ve been embracing change, innovating and navigating uncertainty. We pride ourselves on being thought leaders and are constantly discussing the many issues facing and shaping our industry. We host regular webinars covering a variety of subjects such as pensions, financial services, technology, investment, adapting to COVID-19, Climate Change and much more. We often have guest speakers and industry leaders sharing their expert opinions too. Visit our webinar hub to find out more.
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.
Tackling climate change
A guide for DB decision-makers
Our detailed guide includes a checklist to help you tackle climate change in your pension scheme and also sets out the importance and background behind these measures.
Get in touch
If you would like to find out more please don't hesitate to contact Elaine.
Award-winning advice
2020 Pensions Expert - Actuarial consultant of the year
2018 PIPA - Investment consultant of the year
2017 PIPA - Actuarial consultant of the year
2017 Professional Pensions - Investment consultant of the year
PASA Accredited Member