Telephone: 0151 236 8200

Pension Funds

The management of individual and group pension fund assets is an important, and growing, part of our business.

Whether you are an individual with a Self Invested Personal Pension (SIPP) or a company with a Small Self-Administered Scheme (SSAS), we can provide you with professional investment services. Larger schemes can also benefit from our personal service and experience.

Our experience tells us that many people are not fully engaged with their pension fund manager and are unaware of how their funds are invested and at what cost. We take the time to ascertain the exact investment requirements of the fund trustees, be it growth of capital or matching the current fund’s liabilities.

We can provide asset allocation guidance through our internal models to demonstrate how to suitably invest the available capital or alternatively, if required, construct a tailored portfolio to meet the asset allocation policy of the trustees.

We liaise with pension scheme administrators closely, providing the required reports for valuation purposes as requested.

As a ‘restricted’ adviser we do not provide advice on pensions or pension transfers. If pension arrangements are not already in place we can refer you to a SIPP/SSAS administrator and pension adviser, who will be able to guide accordingly.

All of our core Investment Services are available to pension funds.


Pension Funds