AdvizerTech
Manchester Office: 01925 824 199
Leeds Office: 0113 385 4771
E-mail: info@advizertech.com
Trustee Solutions

There are many challenges facing Trustees of Defined Benefit Schemes. Investment risk and matching assets and liabilities are two such challenges.

The need for advice to Trustees has never been more compelling with volatility of investment markets and longevity of scheme members being two major contributory factors.

Volatility of investment markets is hardly a new phenomenon but unless carefully managed can seriously impact on schemes’ ability to match assets and liabilities.

Longevity has impacted on the cost of providing defined benefit pensions since many schemes provide escalating pensions in retirement compounded by the number of years retirees are living.

Advizertech has been advising trustees of defined benefit schemes for many years and has developed solutions which can help trustees overcome these challenges. The solutions would encompass investment advice and developing a strategic plan.

 

Latest news and updates

Equity funds that stick to blue-chip shares cope best with calls from investors for their money back, a senior Bank of England official said on Thursday as fallout from the suspension of top UK fund Woodford continued.
Neil Woodford has sold 97 million pounds of shares over the past 10 days to boost liquidity in his suspended equity income fund, a Woodford spokesman said on Thursday.