DB Investment Consulting

Our approach is designed to ensure that we work with you to build a strategy that meets your specific needs, with greater certainty of outcomes.

By building a resilient strategy, we make sure you have the right assets to pay each benefit with confidence.

Impactful, impartial investment advice

As DB schemes mature and markets evolve, balancing the need to generate returns over the long-term, whilst ensuring there is a reliable source of cash to pay members’ benefits in the short-term, is a difficult juggling act. All without putting unnecessary strain on the sponsoring employer.

Making sure you have a clear, integrated funding and investment strategy is key. With the right balance of ‘Growth’, ‘Income’ and ‘Protection’ assets, our GrIP approach ensures you can deliver your members’ benefits with confidence.

Contact Elaine to find out more about how we can help you, or read on to explore our full range of investment consulting services.

Strategic asset allocation and management
Manager selection and monitoring
Financial modelling & portfolio construction
Transition services
Performance and risk monitoring
Development of investment objectives & beliefs
Fiduciary oversight
Responsible investment & ESG

Innovative digital solutions

Our advice is underpinned by innovative technology and digital expertise. Adapting to an ever more digital world, we have over 200 digital experts ranging from data scientists, modellers, technical architects, developers to UX designers, all dedicated to creating transformative digital solutions.

Our digital first approach makes sure we’re harnessing the latest technologies and agile delivery to meet your needs. Powered by the latest cloud technology, our tools and solutions are best in class, and continually updated to keep up with the latest digital developments.

Some of our digital investment solutions include:

3DAnalytics, our online application that helps you manage your scheme effectively. It gives you up-to-date daily analytics that allows you to make better decisions about your scheme’s funding and investments.

If you would like to learn more about our innovative digital solutions, please don’t hesitate to get in touch.

Set the right PACE to buy-out

If your defined benefit (DB) pension scheme is targeting buy-out, you need a cohesive strategy and plan to get there. Find out how our PACE approach can help you deliver a successful buy-out strategy.

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Our quarterly pensions and investments market update

Investment Perspectives – February 2024

Our February 2024 edition of investment perspectives provides the latest insights into the pensions and investments market.

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Climate Change Services

Five steps to help you address climate risk

Climate change is a systemic risk that will affect all our futures. We all have a role to play in addressing climate change, which is why climate risk is an integral part of our research, advice and services.

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Fast Track Assessment Tool

Fast Track or Bespoke: which approach is right for you?

Try our free interactive tool to quickly identify whether your current strategy is more suited to the ‘Fast Track’ or ‘Bespoke’ route from TPR’s DB Funding Code of Practice.

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