Pension investing is complex. Let us empower you to make better decisions.
Pension investing is more challenging than ever. Recent events, such as stricter rules on liability-driven investment (LDI) following the gilts crisis and calls to invest more in UK businesses and long-term assets, highlight the growing complexity.
Each trustee body has unique needs and skill sets. Each requiring individual support.
Traditional & Implemented
Work with us to set, monitor and measure the success of your investment strategy.
Explore consultingIndependent
An impartial evaluation of whether you receive a suitable, efficient and valuable fiduciary management service.
Explore FM oversightWork with your investment consultant to set, monitor and measure the success of your investment strategy.
Comprehensive investment strategy review: journey planning, trigger monitoring and implementation providing the best fit for your investment goals.
Expert guidance and support to meet legislative compliance and integrate ESG factors into your investment process.
Active management of investment manager selection, asset allocation and performance monitoring to ensure your investments are on track.
Day to day investment support including cashflow and re-balancing advice and monitoring and maintaining your Statement of Investment Principles.
Our technology-driven approach allows our consultants to focus on adding value to your investment decisions, ensuring you receive the highest level of service and
support.
Errors and inefficiencies happen when data is passed between systems, and processes are duplicated across pension scheme management tasks. We have removed this risk.
We monitor your investments using an integrated data platform. Both administration and actuarial data is held on the same system. Aligning the information being used in other areas with scheme investment processes.
The calibre of information and tools our investment consultants have means that they can concentrate on using their expertise to manipulate, test and interpret your scheme data. Those tools make it easier to fully explore what can be achieved for your scheme.
Ask to see our investment platform and learn how Spence can empower you to make better investment decisions for your pension scheme.
