Risk Management
Need advice to understand pension scheme investment risk, but not more than is necessary?
As well as understanding the overall level of a pension scheme’s investment risk, its important trustees understand the relative size of different types of investment risk in a particular pension scheme. At Bradstock Bourne we work with trustees and advise on how to develop an appropriate investment strategy that balances the different risks faced by the scheme.
Each pension scheme is typically required to take on a certain amount of investment risk to seek the returns required to meet each fundamental objective, but not more risk than is necessary. It also means having a realistic contingency plan in place, should this be required.
Long-term sustainability
Over periods of time pension scheme investments can become exposed to long-term financial risks, which may include risks around long-term sustainability relating to factors such as climate change, responsible business practices and corporate governance.
At Bradstock Bourne we advise trustees on how to set clear investment objectives for pension schemes. This may include setting multiple objectives over different time periods. It’s important that each investment strategy should support and be consistent with the pension schemes overall risk management 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.
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