Enhanced Transfer Values

BACKGROUND Enhanced transfer values are becoming more prevalent as companies aim to reduce their pension scheme liabilities. Here, we detail the rationale behind the notion of enhanced transfer values and the factors you should consider when reviewing an offer, and how it compares to your defined benefit pension. Low expected returns from investments and increasing annuity prices have resulted in …

Market Commentary Mid June 2013

Recent Market Movements and Investment Portfolio Strategy Markets have been quite volatile since the end of May with significant weakness across all major asset classes. Unusually, there has been a high level of correlation across asset classes with bonds, equities, commodities and real estate assets all falling. There appears to have been three main factors driving the deterioration in investor …

Investment Markets in March 2013

Equity markets shrugged off concerns following the inconclusive Italian elections in late February and gained strongly to their close on March 14th. However, the bundled bail out of Cyprus was the catalyst for significant weakness in European markets to month end led by peripheral markets and the banking sector. Elsewhere equity markets continued to gain on the back of firmer …

Investment Solutions for Investors with Low Appetite for Volatility

The banking crisis and property crash have provided an extraordinary lesson for Irish investors on some of the most important aspects of investment portfolio theory, particularly with regard to concepts such as counterparty exposure, asset class, sector, currency and geographic diversification and liquidity. Even since the dramatic destruction of wealth visited on Irish investors since 2007, professional advisors and pension …

Wellesley Investment & Pensions is Currently Recruiting for the following positions: Investment Portfolio Specialist x 2

Wellesley Investments and Pensions Ltd is currently recruiting an “Investment Portfolio Specialist”. The main responsibility of the role is to create, administer and maintain client investment portfolios and apply risk metrics & values while working with the Investments Manager in developing new investment strategies that ensure a quality, value added, solutions driven service is offered to clients at every level. Click …