Investment Consultancy Services
Jude Bennett heads up our Investment Consultancy Services, reporting to Peter Bainbridge, BBS Director responsible for Consultancy Services.
Our investment services are tailored to the specific needs of smaller to medium sized workplace pension arrangements. We communicate our advice clearly and make extensive use of graphics to illustrate concepts and market trends. We make firm recommendations as to the most suitable course of action to be taken.
BBS provides a range of services including:
- Setting objectives and investment strategy
- Liability profiles and cashflow projections
- Asset allocation
- Manager research and selection
- Performance monitoring
- Statement of Investment Principles
- Transition management
- Additional Voluntary Contribution (AVC) arrangements
- Trustee training on investment issues
Please note that advice and activities relating to specific investments (including pooled funds and insurance products) fall under the terms of the Financial Services and Markets Act 2000 and will only be provided where they are incidental to the professional services BBS Consultants & Actuaries Limited has been engaged to provide. Please see the following link for further details:
