Investment Management Committee services
The purpose of an investment committee is to oversee an investment strategy from a number of perspectives and to ensure that the best interests of all concerned with the running of and those with the potential to benefit from the investment is at the core of all activity. This might range from the selection of suitable attitude to risk to strategic and tactical asset allocation and fund selection.
We can provide expert independent consultancy services and recommendations to support your Investment Management Committee’s obligations.
Pensions
PENSION TYPES
- Children’s pensions
- Defined benefit (or final salary) pensions
- Workplace pensions
- Personal pensions
- Self-Invested Personal Pensions (SIPPs)
- The state pension
PENSIONS TECHNICAL
- Annual allowance and lifetime allowance limits
- Busting myths about pensions
- Increases to pension age and new normal minimum pension age
- Pension freedoms
- Pension withdrawal methods
- The lifetime allowance
RETIREMENT PLANNING
- Delaying retirement
- Generating income from investments throughout your retirement years
- Importance of a retirement wealth check
- Retirement goal setting
- Retirement planning
- Reviewing your retirement plan
- Staggered retirement
- Taking control of your retirement plans
- What can I do with my pension?
- What happens to my pension on death?
PENSIONS OTHER
Investments
Growing your wealth
GOAL BASED INVESTING
- Cash flow modelling
- Creating a financial roadmap
- Investment objectives
- Timescales and market activity and the impact of losses
- ‘What if’ scenarios
LEGACY PLANNING
- Discussing legacy planning with your loved ones
- Inheritance Tax (IHT)
- Inheritance Tax Residence Nil Rate Band (RNRB)
- Lasting power of attorney
- Lifetime transfers
- Making a Will
- Preserving wealth for future generations
- Protecting your assets for the next generation
- Slicing up your wealth pie
TRUST PLANNING
Other
BUSINESSES AND CHARITIES
- Business exit strategy planning
- Corporate investment strategies
- Investment Management Committee services
MISCELLANY