Pension Fund Investment Strategy

We are the fourth largest investment consultant to pension schemes in the UK, offering truly independent consultancy services to institutional investors such as Trustees, Employers, Universities, Charities and Local Authorities.

Our team of over 90 professionals oversee more than 450 clients with over £70 billion in assets collectively. We enjoy what we do and we aim to bring this enthusiasm to our discussions with you.

We owe our growth and free thinking approach to having no outside shareholders that we need to satisfy and we do not run an investment management or fiduciary management business. Neither do we offer our own master trust for DC members. This allows us to avoid conflicts of interest and leaves us free to provide bespoke advice suitable to your specific scheme and requirements.

We believe it is fundamental for stakeholders to understand their current position, their objectives and what needs to be achieved in order to meet these goals. We work collaboratively to reach an investment approach that benefits and protects your scheme members.

"The complex strategy review on Inflation and Interest Rates in particular has delivered significant benefits to the Scheme and you were able to explain the complex investment strategy in a simple manner so that we could all understand and make an informed decision."
Secretary to the Trustees Secretary to the Trustees, Rexel UK Pension Scheme