I have spent over 20 years working with pension scheme trustees to help them formulate and achieve their strategic investment objectives. My clients value my ability to explain complex concepts in a simple way.
I work with a wide variety of clients in sectors including aviation, engineering, utilities and financial services, building plans to achieve a low risk investment and funding strategy. Many of these have gone on to insure members’ benefits with an insurer.
I also carry out fiduciary management oversight and selection, and I am a senior member of LCP's fixed income research team, specialising in opportunistic credit strategies.
James Trask provides a very informative and effective investment consultancy service. He has the ability to listen carefully to the differing opinions of the Trustee Board and then adapt his advice to meet all expectations.
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How I can help
Fiduciary management is a hot topic, and has been a focus of the recent CMA review. We ensure that clients fully understand the pros and cons, and help them to put in place the right arrangements for their needs
We help you make important investment decisions, and make sure that your investments are performing as you need them to.
We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.
Our intuitive, real-time pensions technology allows you to see the information you need when you need it, helping you to make decisions.