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. Using these 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.
Large funding deficits and low yields have meant that annuities haven’t been considered a suitable asset over the last decade. However, that picture is changing, slowly.
Does regular and reliable income as well as the scope for capital appreciation provided by illiquid assests really offer defined benefit (DB) funds the best of both worlds? We examine several considerations for trustees of DB plans in owning them.