Pension scheme investment
Tailored DC and DB scheme investment advice
The underlying investments used by any pension scheme are critical to its overall success and the benefits members will receive when they ultimately come to retire. Our bespoke volatility-driven investment approach can be used by both defined contribution (DC) and defined benefit (DB) schemes.
Our approach is simple, we help DB scheme trustees and DC scheme members understand the level of volatility they are comfortable taking and then construct an investment portfolio to target this level of volatility. As market volatility starts to rise, we move investments into less risky assets and then move back to riskier assets once market volatility starts to fall. For DB scheme trustees, our strategy also takes into account the shape of your scheme’s liabilities and your predicted cashflow requirements.
For DC schemes, we can provide:
- advice on your default fund strategy – including reviewing whether your existing default fund is ‘fit for purpose’
- advice on your scheme’s investment range – including how appropriate it is for your particular workforce
- bespoke lifestyling strategies – tailored to your scheme
- Fidelius’ governed portfolios – designed using our volatility-driven investment approach
If you would like to find out more about our pension scheme investment services, please contact us on 0845 241 6500.
Can we help?
Our team of consultants are here to help you with your employee benefits needs.
call us on:
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