About Us

We are a privately owned independent pensions management and investment advisory business taking care of the futures of over 40,000 of our clients’ employees across a broad range of businesses, large and small.

We help companies and their trustees to manage investments and pensions more effectively saving our clients time, effort and ultimately cost. We become a full-time pensions resource, managing and advising on all aspects of your pension scheme. Our knowledge of the intricacies of pensions and investments coupled with our independence is something that few firms can rival.

Because we are independent and we take a holistic approach, our clients are assured that their employees’ interests are front and centre when we are designing and managing their retirement savings solutions. We are well known for delivering innovative solutions in the pensions space, representing no one but your employees’ and your company’s interests regardless of your business size or sector.

Our Mission

To deliver better retirement savings outcomes for people, while helping companies manage the complexity, costs and risks associated with pensions.

Our Values

ENTRUSTED
We are responsible for over €2 billion in client funds, assuring the futures of over 40,000 workers and providing services to more than 1 in 10 of all the private sector employees in the Irish DC pensions market.

INDEPENDENT
Because we are completely independent of product providers, we can be impartial in our advice. We do not sell products or earn commissions.

 

EXPERT
We deliver the best data analytics, financial modelling, portfolio construction, investment oversight, individual guidance and advice and communications services.

FLEXIBLE
We offer a flexible business model to fit with whatever business challenges your company is facing on pensions.

Our People

Our company comprises a group of highly experienced financial services professionals in the areas of pensions and investment management and related disciplines including scheme governance and communications. This enables us to bring diversity, depth and genuine innovation across retirement planning strategies.

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