Pete has significant experience in providing investment advice to a wide range of both defined benefit and defined contribution pension schemes.
He believes in providing clients with advice which offers clear direction to assist in making a decision. Pete uses his experience to help trustees formulate their investment aims and beliefs. He is experienced in designing and implementing structures which help trustees achieve desired investment returns in a capital efficient and risk controlled manner.
Pete’s extensive experience, clear advice and proactive approach have helped him to become a trusted consultant to a wide range of businesses.
Significant experience
- investment consulting advice to UK defined benefit and defined contribution pension schemes
- advice in relation to setting long-term investment strategies, investment manager selection and monitoring, cashflow management, and portfolio rebalancing
- setting and implementing trigger-based de-risking strategies enabling trustees to meet their long-term funding objectives.
- advice in connection with liability driven investment and other forms of asset/liability management