INVESTMENT CONSULTING

Trustees have a key role in helping members with their fund choices under trust based defined contribution (DC) pension arrangements. The members rely on the trustees to put in place a well judged fund range provided by a reliable fund manager, and a default fund that is potentially appropriate for a significant proportion of membership, particularly as the vast majority of DC members tend to invest in the default fund option.

By combining investment and pensions consulting expertise, Alexander Forbes is excellently placed to advise trustees with every stage of the DC process, from selection and regular review of the fund providers and member choices, to review or design of the default option with sophisticated analysis of dynamic default fund options such as 'lifestyling'. We can also assist with member communications, drafting and reviewing member booklets and yearly updates, all aimed at helping members get the most out of their pension plan.

For more information please contact us.