Investment Strategy
Looking for advice on how to govern a pension scheme’s investments effectively?
Although the responsibility for devising a suitable investment strategy lies with the pension scheme’s trustees, professional independent advice is essential to ensure that it is appropriate and suitable. At Bradstock Bourne our goal is to ensure the scheme’s investment strategy is always in line with the best interests of the scheme’s beneficiaries.
Trustees are responsible for the scheme’s investment governance arrangements, including determining its investment strategy. The investment strategy, which sets out how the assets are to be invested, is one of the most important elements of the scheme’s ability to meet the fundamental objective of paying the promised benefits as they become due.
Pension scheme investments
Trustees also need to consider carefully what advice and other input is needed in order to govern the pension scheme’s investments effectively. However, obtaining only the minimum level of financial advice necessary for legal compliance may not be sufficient.
At Bradstock Bourne we help set clear pension scheme investment objectives and identify how and when they should be achieved. It some situations it maybe appropriate to also set multiple objectives over different time periods, which is why the investment strategy should support and be consistent with the schemes overall objectives.
To find out more, please contact Bradstock Bourne.
Learn more about our services
For a complimentary, no obligation consultation, please contact our highly experienced team of In-dependent Financial Advisers on (0115) 941 8585 or email info@bradstockbourne.co.uk.
Latest Blog Posts
Time to make your pension allowance work harder for you?
Exploring opportunities for tax-efficient pension contributions Planning for retirement can feel a long way off, particularly when mortgage payments, household bills and everyday expenses compete
Protecting your wealth as your financial circumstances change
When success brings greater financial complexity, how will you protect what you’ve built? Building wealth often takes years of hard work, careful decisions and personal
Invest for the future, not the headlines
Stay focused on your goals during periods of market uncertainty Financial markets rarely move in a straight line. Investment values can rise steadily one year
What legacy will you leave beyond wealth?
How to plan your family’s financial future by giving the gift of tomorrow Passing wealth to the next generation is about more than money. Behind