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Investment Advisory

Deloitte Investment Services provides clear directional advice to institutional investors on all aspects of their investment arrangements. Our client base includes companies, private and public sector pension funds, charities and state investors.

We have the breadth and depth of expertise and experience to assist trustees and their corporate sponsors to successfully manage their pension fund. In particular, we can assist with:

  • The implementation of investment policies using the latest relevant market solutions to meet modern requirements;
  • Challenging the traditional ideas and introducing new ideas to add value to the existing arrangements; and
  • Meeting the ongoing monitoring and governance requirements of modern complex and dynamic investment solutions.

Our focus is on delivering a bespoke and interactive service designed to meet the priorities of trustees and sponsors, through suitable timely management of policy design, implementation and on-going monitoring of scheme assets and within a governance framework that suits the time and resources of the client.

We believe our key differentiators are:

  • Being proactive in our views of market developments and market innovation;
  • Ensuring independent views on manager solutions by not providing any asset manager services ourselves;
  • Having our client facing consultants directly involved in setting investment views on capital markets and managers;
  • Being nimble in the implementation of identified solutions.

Deloitte Investment Services has the capacity and the appetite to take on and deliver a first class dynamic investment service to our clients.

In the pages outlined below we outline some of the key services we provide to our clients and how we provide exceptional service to them.

Efficient Investing

Trustees and corporate sponsors have never been in more challenging market conditions with ultra low yields, persistent inflation and improving longevity. Taking advantage of market opportunities in the implementation of flight path can significantly improve a scheme’s ability to achieve the long term funding goals within a robust risk management framework.
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Fiduciary Management Consulting

Fiduciary management is gaining popularity but as a relatively new addition to the UK market requires independent oversight in the appointment and monitoring of fiduciary mandates.
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A key challenge in the pensions environment is deliver pensions provision within an efficient governance structure that is fit for purpose, recognises the availability of resources and is cost efficient.
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Key contact

  • Richard Slater
    +44 131 535 7602
  • Gavin Bullock
    +44 20 7007 0663
  • Alistair Sutherland
    +44 131 535 7624
  • Wayne Davidson
    +44 20 7303 4562
  • Chris Coulston
    +44 20 7007 2117

Useful links

  • Meet the team
  • Submit a request for proposal
  • Contact us
  • Careers
  • Return to Pensions Advisory homepage
  • Return to Actuarial & Pensions homepage

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