Investment advice for workplace pension schemes | BBS

Investment advice for workplace pension schemes

Exciting developments in the pension investment landscape over recent years mean there are now more options available to pension scheme trustees than ever before. However, the sheer range of choice can be daunting. At the smaller end of the market many pension schemes are simply looking for straightforward, pragmatic advice and cost effective solutions; so we focus on being innovative yet proportional.

Our pension investment services range from creating trigger based de-risking strategies for defined benefit (DB) schemes right through to developing bespoke defined contribution (DC) default funds. We ensure our recommended route is appropriate for your circumstances and objectives, striking the right balance between achieving growth and mitigating risk.

Jude Bennett is the BBS director with responsibility for our investment consultancy services, many of which have been developed specifically around the needs of smaller to medium sized pension schemes. When providing recommendations, we make extensive use of graphics to illustrate concepts and market trends, along with clear advice as to the most suitable course of action to be taken.

To help trustees and sponsoring employers of DB schemes actively monitor the effectiveness of their investment strategy, we developed 4myfunding – a simple online tool to track your scheme funding position. 4myfunding shows the movements of assets and liabilities in line with current conditions, enabling you to see directly how market movements have impacted your scheme, with alerts at agreed trigger points.

For more information on how BBS’s investment services could benefit your workplace pension scheme, please download our investment consultancy services brochure. If you would like to discuss your pension scheme investment issues with one of our experts, click here to make an enquiry.

Please note BBS's compliance statement in relation to investment services.

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Partner, Burges Salmon