As an independent consultancy with almost 100 years of experience, we are extremely well positioned to support your investment propositions across the UK adviser market.
How we can help
From a savings perspective and the impact of pensions freedoms, some advised clients have their funds held in investments that aren’t designed to best meet their goals. We have the expertise to fully understand these challenges and produce solutions with you to help meet them.
Our expertise allows us to bring institutional investment rigour to help retail advisory firms and their clients.
Contact Richard to find out how we can help you, or read on to explore our full range of retail advisory consulting services.
We have a wealth of accumulation and decumulation strategies we can advise on. We’ll make sure you are equipped to offer a fit-for-purpose proposition and in turn a more cost-efficient business with better outcomes for end clients.
From an investment led perspective we can advise on portfolio generation through to benchmark monitoring and market-driven research.
Our advice led consulting services include investment aim selection through to goal tracking and DFM permissions.
We can provide you with your own investment proposition made up of Strategic Asset Allocations, portfolio implementation, tooling and white-labelled applications, as well as best practice investment administration and governance.
Analytics and tooling
We can deploy a single or suite of APIs providing you with tools to generate accumulation and decumulation specific solutions.
These tools provide asset allocation risk/return assessment, asset allocation generation, goal-based probability and outcome driven interventions.
Our digital first tooling capability allows you to enrich your proposition quickly, leaving us to look after the day-to-day.
Our clients, many new to the drawdown market, benefit from understanding certain demographic data to help calculate sustainable retirement income levels.
We provide data licensing through our Club Vita longevity analytics tool and offer robust modelling through our Economic Scenario Service (ESS).
With a unique blend of modelling tools and consultancy services, our team of dedicated actuaries and data scientists simplify the complex and help you maintain a competitive, forward thinking business.
We offer asset class and fund manager research which provides you with the insight on how to stand out in the adviser market. In this ever-changing landscape, where uncertainty is inevitable, we have the research capability to help our clients identify challenges and opportunities. Our strategies ensure you take advantage of these opportunities and allow your business to grow in the most effective way.