Identifying the right strategy
Pensions are simple. Pay out a promised income stream to members. All you need to do is hold the right investments at the right time to do so.
The Cartwright service portfolio includes:
- Investment Strategy Reviews
- Manager Selection Exercises
- Transition Management
- Monitoring and Reporting
- Trustee Training
Understanding the right strategy to do this is key. Working collaboratively with employers and trustees improves this joint understanding, delivering the right mix for the beneficiaries and the sustainable growth of the sponsor.
Trustee and sponsor investment governance is increasingly to the fore, at a time when the choices for members have expanded and there is a scarcity of good advice. Providing the right options for defined contribution members at the right ages will add greatly to the value of their retirement.
Working together with nimble valuation systems, best in breed investment modelling, and a common sense overlay, our experienced, close knit team provides tailored solutions for small and medium sized defined benefit schemes. With the right objectives we help you develop the right plan to hold the right investments at the right time.
Does your plan suit you?
What our customers say
"Thanks once again for a great job. You will not realise how much easier it is for me dealing with Cartwright."
One step at a time...
If you have any questions, or would like further information, please call our team on:
01483 860 201