*Too many product sellers and not enough independent challenge on behalf of Trustees and Members.
We are proud of what we have achieved over our ten years in business, and so are our customers. In fact, if you would like their feedback, we’d be happy to connect you. Or if you’d just like an initial chat, then please feel free to get in touch!
Our experienced advisors aren’t afraid to challenge conventional thinking in the following areas:
Strategic advice and practical support that helps companies overcome their pension issues.
A range of services drive constant innovation and improvement in DC scheme management.
Investment advice and risk management services that tackle funding challenges.
Investment management solutions to life and non-life insurance companies and credit unions.
Expertise to enhance Religious Congregations’ stewardship of assets, helping their work at home and abroad.
Improving outcomes for clients is our absolute passion. The tools we use are dependent on the clients themselves, however, there are three guiding principles that help to set us apart:
We are not afraid to use our skills and knowledge to challenge the status quo. We pride ourselves on asking the right questions at the right time and ultimately provide the best possible service for our clients.
We are industry pioneers and want to remain as such. Our Innovation Group brings together leaders from different industries and countries. Their mission: to constantly challenge what we are doing, helping to continually improve the services and solutions we offer.
Our core values are at the heart of everything we do: