Corporate Pensions

Wellesley provides technical and strategic advisory services to both defined benefit and defined contribution schemes.

Consultancy services to defined benefit schemes include:

  • Stand-Alone Investment Risk Assessments;
  • Asset Liability Matching Strategies;
  • 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