Investment Consulting
The recent extremely challenging economic environment has caused the value of many occupational pension schemes to fall significantly, leaving sponsoring employers anxious to position their schemes for recovery while avoiding unnecessary investment risk.
By engaging with the pension scheme trustees, sponsors can participate in formulating investment strategies and work collaboratively towards meeting the scheme’s investment goals and controlling volatility.
By taking separate advice, employers can quickly identify key risks and costs that can be minimised if investment strategy were to be amended. The employer’s advisers can then help to present the proposals to the trustees and answer queries from them and their adviser.
Punter Southall’s Strategic Investment Consulting service assists employers in taking an active role in investment decision-making, through:
- helping the trustees in setting the scheme’s overall investment objective;
- setting limits on the risk they would wish to see the trustees take;
- influencing decisions on new ideas proposed by the trustees’ advisers; and
- understanding and assessing the costs of the pension scheme’s investment management structure.
Most trustees welcome input from the employer as it enables them to understand the employers’ appetite for risk, and to take decisions with their support.
See how Punter Southall has assisted employers through our investment advice service to the mutual benefit of both parties by viewing our investment strategy case study.
For further information contact Danny Vassiliades by email or on 020 7839 8600.
