A guide to our services for Trustees or Pension Managers of workplace pension schemes
The strategy that is right for your scheme
We work directly with trustees of schemes of all shapes and sizes to develop long-term investment strategies. We also offer bespoke multi-asset portfolios and run two dynamic, multi-asset funds.
Trustees of Defined Benefit Schemes typically want good returns over the medium to long-term, without too much risk of losses in any given quarter. In other words, they want growth but for a level of risk they are comfortable with
Getting the choice of funds right, in particular the choice of the Scheme’s default option, is among the key decisions that trustees and plan sponsors have to make in defined contribution occupational pension schemes
Pan Asset offers a sophisticated investment service, involving long-term flight planning, funding risk assessment and asset liability modelling, that is both low cost and easy to understand
Our family of pooled diversified investment funds is designed so that workplace pension funds can access global markets – in asset classes from equity and bonds through to property and commodities – but with a level of risk that suits them
Charles Stanley Pan Asset