Investment


Contact
Nick Atkin – Director
Head of Consultancy Services
0121 506 8200
nick.atkin@atkin.uk.com

Case study

At Atkin & Co, our consultants are adept at dealing with challenges that pension schemes face when managing their investments.  We use our own experience, and our extensive contacts throughout the industry, to provide meaningful and relevant advice which is:
  • Always specifically tailored to meet each individual schemes’ objectives, beliefs and risk parameters
  • Is concise, relevant and in plain English

As our consultants all have actuarial backgrounds, they will never consider the assets in isolation and will always explain things within the context of the scheme liabilities.

We can help Trustees to agree a suitable investment strategy, review investment managers and monitor performance.  We believe in providing regular feedback on performance and ensuring that the scheme is able to move quickly to resolve any issues that might arise or meet any strategic objectives.

‘One of the key issues in the relationship is that you have kept a close and personal contact with the company and trustees. This has been very helpful in order to solve situations we have faced in the past and it gives us comfort for the future.’

Martin Faraco, Tenaris Global Services

This company is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are licensed by the Institute of Actuaries. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.