Tailored solutions for scheme trustees
Is your pension fund invested in a way that precisely aligns the needs of the scheme and the objectives of the Trustees? Do you have clarity on the journey ahead? How do you define success and how are you benchmarking performance results?
We often find that schemes are invested in ‘balanced’ solutions that are only loosely informed by the needs of the scheme and the Trustees investment objectives. Ernest Grant work in partnership with scheme Trustees, scheme Actuaries and investment managers to identify, articulate and deliver on clear objectives through the use of appropriate investment mediums.
We appreciate the challenges faced by scheme Trustees and understand the time pressures involved. We recognise that the needs of each scheme can vary significantly and as such our investment consultancy services offer a range of approaches, each of which delivers clear advice and engagement across the whole spectrum of Trustee requirements.
My Ernest grant adviser, has provided a quality service over the last two years by taking the time to get to know my family and our financial requirements. Regular reviews have been informative and conversation has been at an appropriate level for my financial knowledge. Investment actions have been promptly carried out and plenty of documentation has been provided. Anthony has particularly been flexible in meeting us in the evening to fit in with our personal schedules and is very responsive to ad-hoc queries.
If you’re looking to reduce the burden of Trusteeship, our experts can help you in the decision-making process, outlining all your considerations and options.
We have developed a range of solutions to help take the burden of automatic enrolment away from employers. Our cost effective solutions suit employers of all shapes and sizes.
We can help you tailor a package of communications to suit your requirements and the demographic within your workforce. The overall aim is to drive employee engagement and understanding.