Our reputation for quality and Independent investment advice stems from an appreciation and understanding of how important it is to those who depend on it, employers, trustees, plan members and others 

Mergers Acquisitions or Disposals

Alternative Assets`

• Comprehensive coverage of all alternative asset classes  

• Thought leaders in bringing best ideas in alternative assets to clients 
• Proven track record in adding value through alternatives 

Decisions for Multinationals

• How to manage the cost of pension plans globally 
• What governance structure to put in place 
• What benefits to offer mobile employees
• Cross border and pan European pensions

Ongoing Monitoring of Funding Position

• Ongoing tracking and monitoring of funding positions
• Easy to understand outputs 

Cashflow Modelling

• Projections of future expected cashflows 
• Asset Liability Modelling 

Accounting for Pension Costs

• Advice on assumptions/methodology 
• Calculation of pension cost and year-end disclosures 
• Consolidation of information for multiple plans/countries
• Modelling future pension costs under different scenarios

Plan Design and Restructuring

• Independent employer advice
• Communication strategies 
• Design alternatives
• Modelling alternative scenarios and outcomes
• Risk management

Valuation and Funding Advice

• Section 50 applications 
• Funding projections
• Cashflow projections
• Actuarial funding certificates and statements
• Plan valuations