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?
Investment Services are provided by Cartwright Benefit Solutions Limited. Cartwright Benefit Solutions Limited is authorised and regulated by the Financial Conduct Authority: Registration number 607200.
- Actuarial Services
- Pensions Administration
- Pensions Management
- Investment Consulting
- Group Risk and Healthcare
What our customers say
"Thank you for your clear investment advice, both delivered in person and in your report; it is very helpful to the trustees as it approaches the issues by looking at the various risks in a truly integrated manner, and stands out in this respect against other investment advice I have received from different firms. The renewed investment strategy and agreed valuation puts the trustees in a stronger position to meet the scheme's obligations to the members in full."
Capital Cranfield Trustee Director
"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