Investment Consulting

Providing practical and innovative solutions for Pension Schemes

JLTIC offer professional and proactive advice on the full range of investment decisions regarding the setting, monitoring and reviewing your scheme's investment strategy.

Within investment consulting, we advise both defined benefit and defined contribution schemes on the following areas:

• Investment  Strategy and the range of options available
• Research on the quality and skill of fund managers 
• Monitoring the performance of your investment strategy, as well as individual fund managers
• The transition / investment and disinvestment of assets to, from and between investment managers
• The development, or review, and maintenance of a Statement of Investment Principles

At the very heart of our approach is our desire to be your trusted advisor and to build a partnership which meets your needs.

We believe that a trusted advisor is one who leads when leadership and clear advice is needed, but who educates when education is needed. A trusted advisor will also support when support is needed and will contribute to the debate when thoughtful views and new ideas are required. Through this approach, the trustees will benefit from a seamless and transparent investment strategy.

Our solutions are cost effective and efficient and we can provide a suitable range of  services to suit any size of company and any kind of scheme, with specific services aimed at smaller schemes and the Local Authority market.