Pensions Advice

Investment solutions for smaller pension
schemes

Trustees of small pension funds have a distinct advantage over their larger peers. With a wider universe of opportunities open to them and risk management solutions ever more available, managing pension funds with assets of less than £200m is where we are focused.

Our approach is simple and cost-effective.

We start by understanding your goals, which may range from buy-out to self-sufficiency, on something other than a Gilt’s basis.

We then work with trustees to set a journey plan using our proprietary risk management systems, based on three key criteria:

  • Return requirements
  • Liquidity constraints
  • Risk appetite
graphic_pensions

We construct a portfolio of assets to manage risk and meet liquidity needs, alongside a portfolio of growth assets targeting stable risk-adjusted returns, all using specialist fund managers.

The specialist growth managers can be accessed directly or, more simply, via our cutting-edge Multi-Asset Fund. In addition, we offer asset allocation and journey planning advice to any pension fund investing in the Gatemore Multi-Asset Fund at no extra cost.

We provide consolidating reporting and attend as many meeting as required, all within a simple fixed or performance related fee.

Importantly, any service can be delegated to Gatemore without any change in fee.

 

The Gatemore Pensions Summary (GPS) is our monthly newsletter for the pensions industry. We review the latest market movements, supply a snapshot of articles you may have missed and offer our angle on some of the most significant global issues of today. To receive the latest copy in your inbox, email info@gatemore.com.

Monthly GPS – May 2018

Monthly GPS – April 2018

Monthly GPS – March 2018

Monthly GPS – February 2018

Monthly GPS – January 2018

 

 

We have achieved three times the return for the same level of risk compared to the top five industry players.