Our full discretionary investment management services are available for those wishing to invest their funds within a pension plan wrapper. We have been successfully managing such plans for the past 15 years, as a core part of the funds under our management.

Our experienced investment managers are here to help you get the best out of your assets, whether as part of a self-invested personal pension (SIPP), small self-administered scheme (SSAS) or small company scheme.

The Power of your Pension
For many individuals, your pension pot is one of the biggest assets you will own. This is where we have particular expertise when it comes to investing the contents in a way that optimises performance and mitigates risk. The portfolio strategy we create for you will depend on what you tell us are your top pre-retirement and full retirement objectives.

Our role is to make your pension savings work for you over the longer term by deploying funds in investments which display the right balance between defensive and growth strategies in line with your stated objectives.

We are great believers in clients being advised holistically on their entire investment needs, which is why we actively collaborate with clients’ financial planning and tax advisers – especially in these times of major pension reforms.

Please contact us or your financial adviser for more information on investing funds in your pension.