Wellesley provides technical and strategic advisory services to both defined benefit and defined contribution schemes.
Services to defined benefit schemes include:
- Independent Investment Risk Assessments;
- Asset Liability Matching Strategies;
- Independent Investment Manager Selection and on-going Appraisal.
We also provide independent advice to companies and trustees regarding longer term options for underfunded defined benefit schemes.
Our services to defined contribution pensions and sponsors include:
- Selection of investment manager and ongoing appraisal
- Independent review of investment strategy, asset allocation and risk
- Review of investment portfolio performance and manager performance
- Independent advice to trustees on manager and fund selection