We work with all types of DC schemes providing advice on investment strategy, portfolio construction and implementation which are designed to meet your specific needs and objectives.
We also work with product providers and retail advisors, helping them to develop the latest investment proposition innovation to benefit our clients.
In the latest edition of our Master Trust Insights, we assess the impact of Master Trust default fund performance on member outcomes.
This year's report provides a forward-looking assessment by examining how recent market events and fund performance have impacted the future retirement incomes of different members. In simple terms, and from the perspective of the majority of Master Trust members, who invest in the default fund, we answer the question: “What does this mean for me?”
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.
2020 Pensions Expert - Employee Benefits consultant of the year
2019 Professional Pensions - UK DC consultancy of the year
2019 Scottish Financial Technology Awards - Product innovation
2018 Pensions Insight - DC consultancy of the year
2018 WSB - Pension consultant of the year