Our advisory services provide independent, tailored guidance across all aspects of investment policy - designed for UK DB pension schemes, charities, and endowments.
We partner with trustees to define objectives, shape long-term strategy and support implementation. Unlike off-the-shelf models, our advice is bespoke, combining technical rigour with practical solutions that work within real-world governance frameworks.
Speak to our experts, explore our approach.
Who we support
Our advisory services are built for trustee boards and investment committees who want:
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Clear, independent advice free from product bias
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A strategy aligned to liabilities, objectives and risk tolerance
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Support navigating change-market conditions, regulation and scheme maturity
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Practical implementation that fits governance capacity
How we work
You set the destination
We start by understanding your objectives, constraints and belief, then translate them into a clear strategic framework.
We provide independent, actionable advice
We bring insight, analysis and recommendations you can use, focused on decisions that matter.
We support implementation and oversight
From mandate design to transitions and ongoing monitoring, we help ensure your strategy is delivered in practice - not just on paper.
What we cover
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Investment Strategy & Asset-Liability Modelling (ALM) |
Portfolio construction and mandate design |
Manager research and ongoing monitoring |
Transition planning and execution |
Comprehensive reporting and governance support |
What this means for you |
Why choose us |
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A strategy that reflects your objectives, constraints and scheme maturity. Better visibility of risks - funding, market, liquidity and manager-related. Decisions supported by independent analysis and clear recommendations. Reporting which facilitates greater challenge and better governance. |
Independent and conflict-free, with advice focused on your outcomes. Bespoke, not templated, built around your scheme’s needs and governance. Technical expertise with practical judgement, with recommendations you can implement. Clear communication, supported by transparent reporting. |
Case studies£3.6bn OCIO Client
Acting as outsourced investment executive since 2016, we helped a £3.6bn DB scheme evolve its strategy to improve resilience, manage risk, and deliver stronger long-term outcomes. Read more > £2.7bn DB Buyout
Since 2017, we’ve advised a £2.7bn DB pension scheme, transforming a weakly funded position into a resilient, buy-in-ready strategy and helping the scheme achieve its long-term goal ahead of schedule. Read more > £400m Charity Client
We advised a £400m UK charity on a bespoke investment strategy that improved income predictability, protected its asset floor, and supported long-term sustainability. Read more>
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