Pensions & benefits

DB investment consulting

Getting your investment strategy right is the most important task to help ensure good member outcomes.  It’s also crucial to pick the right investment managers for your needs.  

Our pensions clients tell us our culture is very different to other firms –we’re independent, plain talking and proactive, allowing for good investment decisions to be implemented quickly and pragmatically. We’re well known for developing our own market-leading technology to give our clients the information they need in real-time.

Whether it's building portfolios to generate growth, managing cashflows or reducing risk, we have deep expertise in helping pension schemes to manage risk and meet their objectives.


Each investor has their own set of unique circumstances and faces different challenges. As a result, we take the time to understand you and your goals, and put together a bespoke strategy that suits your needs.

  1. As an independent consultancy, we are not linked to any asset manager and we don’t manage money ourselves. Importantly, this means we develop and recommend solutions that are tailored to your specific needs, free from any conflicts.
  2. We are practical and focus on getting a good investment strategy in place, so you get the benefits as soon as possible.
  3. Technology is integral to how we deliver our advice, and we can show you instantly the impact of making changes to your investment strategy, which allows you to make decisions straight away, be nimble and take advantage of market opportunities. Setting a strategy is as much an art form as a science and we highlight model limitations and how changing the time horizon can give you a very different perspective.
  4. We have deep expertise in areas such as energy and health, allowing you to understand and invest in the megatrends of the future.

Get in touch

If you would like to know more about our services and how we can help you.

Contact us