Defined benefit pension investment

Supporting you to achieve your long-term DB investment goals

The market has changed rapidly in recent years. We’ve helped UK pension schemes navigate it all. Now, we’re trusted advisers to defined benefit schemes across the country.

We’re independent. We have no outside shareholders. We don’t sell investment products. Our award-winning team gives you impartial advice that’s tailored to you. Our goal? To protect your members’ savings.

Our DB pension investment services

We provide comprehensive investment solutions tailored to your specific needs. From crafting bespoke DB investment strategies to executing complex asset transfers, our dedicated team is committed to delivering exceptional results.

Our services include:

Customised investment strategies:  Developing portfolios aligned with your risk tolerance and return objectives.
LDI and CDI solutions:  Managing assets to match specific Liability-Driven Investment (LDI) and Cash-Driven Investment (CDI) requirements.
DB investment monitoring and analysis:  Employing advanced tools to track performance and identify opportunities.
Seamless asset transfers:  Efficiently executing complex asset transfers with our dedicated team.
Sustainable investment implementation:  Integrating Environmental, Social and Governance (ESG) factors into DB investment strategies.
Endgame planning:  Advice on endgame solutions including ‘buyout ready’ and ‘run-on’ investment portfolios.

Who we work with

We partner with trustees and scheme sponsors of both open and closed DB pension schemes, ranging from a few million to several billion in size, to confidently develop strategies that achieve their endgame.

We don’t just follow the usual path. We’ll also explore alternatives to buyout; like run-on strategies, if you want to make the most of any surplus. And we’ll highlight sustainable investments that can help reduce your portfolio’s exposure to climate risk.

Our philosophy

Guided by our Investment Philosophy, we are committed to delivering our key principles:

Risk
We help our clients to fully understand the risks, diversify appropriately, and only take those which help meet their objectives.
Diversification
Equity, debt, skill and liquidity are the four key return drivers we home in on. How we approach each will depend on each client’s unique objectives and competitive advantages.
Sustainability
Considering ESG factors as an integrated part of the investment decision-making process adds value through improved risk management and identification of attractive investment opportunities. 
Simplicity
We choose simplicity over complexity – a view which might seem all too rare in the DB investment industry. Complexity should only be introduced into a strategy or portfolio if it adds clear value.
Governance
We help clients evaluate and choose the right implementation framework and are uniquely placed to advise clients on the full range of options.
Clear communication
We strive to ensure every client clearly understands our advice. This is how we build long-term, trusting relationships and why our clients become our biggest advocates.
Efficient monitoring
We help clients to focus on the overall strategic picture, enabling them to place greater focus on the more financially material decisions.

Our consultancy is built on providing independent advice, not selling products. This allows us to focus entirely on helping you make the right choices, without any conflicting interests – when we make a recommendation, it’s because it’s the best option for you, not for us.