Investments

Investments

Need help to understand the complex challenges pension scheme trustees face?

At Bradstock Bourne we work with the trustees of pension schemes to ensure they meet their investment obligations. We understand the complex challenges trustees face. That’s why our highly experienced team provide the appropriate independent investment advice to trustees so that each pension scheme aims to achieve the best long-term performance within a suitable risk tolerance.

The need for diversification when choosing investments for a pension scheme is important. Diversifying the scheme’s assets across genuinely different underlying risk factors should provide greater stability of investment returns and reduce risk.

Reducing volatility

It’s also essential to consider other types of investment risk mitigation techniques to reduce a pension scheme’s exposure to significant market falls. The advisers at Bradstock Bourne will ensure you understand how to reduce volatility in the funding level or matching scheme cash flows, and the particular risks they may introduce.

Each of our trustee client’s requirements are different. You may need only specific services from us, but in most cases, our clients approach us for help on planning and implementing a pension scheme strategy that will meet their wider investment goals.

To find out more, please contact Bradstock Bourne.

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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.

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