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Guide
to fiduciary management

Pensions & benefits

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Ensuring trustees get it right first time

Fiduciary management is one of the newest areas of investment management. A fiduciary manager takes over not only the management of a scheme’s entire asset portfolio, but also makes many decisions previously taken by scheme trustees. That is a huge responsibility and trustees going down this route need to navigate the maze of options available in the marketplace.

To help you to decide if fiduciary management is right for your pension scheme and how to get the most out of your manager we have outlined the benefits, challenges and key considerations in this independent guide.

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How we 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.