In conjunction with trustees and the Scheme Actuary, we will help you determine what your destination looks like. This includes run-on, consolidator or insurance.
We will help you understand risk versus return, liquidity needs and the impact on governance requirements to find the most efficient way to get to your destination.
We find the fund managers who are best positioned to deliver your needs in the simplest way, including with respect to ESG and reporting.
You decide who can login in to Javelin and what they can access: manage progress against strategy, access documentation and reports, run scenarios and reports, download data for their own needs.
Ensure transfers between fund managers are managed efficiently and cost-effectively.
Meet all regulatory and governance requirements efficiently, including Scheme Returns, accounting data, actuarial requests, SIP writing, Implementation Statements and more.
It is our role to consult, assist and challenge only where we feel it is relevant to your needs. We will not run long, drawn out discussions with trustees or their service providers if there is no material value to you.
We will assist you with discussion with trustees and their service providers in respect of investment strategy and risk management.
We will review recommendations and reports provided to you by trustees, and provide advice and feedback, meeting with them only where necessary.
If required to do so and there is value in it, we can independently verify analysis presented to you and challenge assumptions made.
