Investment

Our services to employers
Unparalleled investment strategy setting framework

Unparalleled strategy setting framework

Through the use of cutting-edge technology, our investment experts deliver a new level of cost and risk-reducing efficiencies to all schemes, no matter their size. Our approach can be used by you as a sponsor to either set investment strategy and present a proposal to the trustees, to carry out an independent assessment of any trustee proposals or to be used to set strategy working simultaneously with the trustees.

Our innovative approach focuses on three key areas.

Clear Communication Goals

We take complex concepts and reduce these to simple, understandable scheme-specific success and failure criteria, which trustees and sponsoring employers can easily relate to i.e.
  • Fully funded on a Technical Provisions basis in 15 years.
  • There will be no increase in contributions from currently committed levels over a 15 year period.

Find your optimal asset allocations

Our Advanced Asset Liability Modelling (ALM) tool assesses the performance of multiple candidate investment strategies based on thousands of economic scenarios, to provide a clear measure of their suitability.

We then work with you to explore many investment strategies to find their optimal chance of achieving your objectives.

The calculations are repeatable and delivered quarterly, which means ongoing detailed analysis can be carried out quickly at a very low cost.

This delivers significant added-value through time and cost efficiency savings for you.

Automated, real-time calculations through complete integration

True integration of administration, funding and investment means our modelling offers a level of validity that no other system on the market can provide. The automated modelling is based on:

  • Live scheme administration data.
  • Up-to-date scheme asset values.
  • Actuarial calculations to the standard of a full, triennial valuation.
  • Daily calculation of projected liability cashflows, which can be provided to investment managers at no additional cost.
  • Static written reports are replaced with interactive, live charts.

Combined with our expert advice, you can now access an unparalleled framework for strategy planning and decision making.

Taking it one step further to ensuring schemes meet their ultimate objectives.

 

Spence & Partners Limited is authorised and regulated by the Financial Conduct Authority in the conduct of investment business.

Find out more about our Investment services to employers

Please contact Simon Cohen or fill out this form.

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Our services to Employers

Liability Management


Alternative benefit formats

Pension accounting


Figures you can trust

Actuarial Advice

An end to uncertainty

Re-structuring

Distressed employers have a number of options when it comes to their defined benefit pension obligations.

Defined Contribution Schemes

Our defined contribution advisory practice delivers better member outcomes

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