Business Continuity Planning for Covid-19. Learn more Logo link to homepage Search Manage your pension Menu toggle Investment OUR SERVICES TO EMPLOYERS Unparalleled investment strategy setting framework AN INVESTMENT STRATEGY OPTIMAL ASSET ALLOCATIONS REAL-TIME CALCULATIONS GET IN TOUCH Unparalleled strategy setting framework Through the use of cutting-edge technology, our investment experts deliver a new level of cost and risk-reducing efficiencies to all schemes, no matter their size. Our approach can be used by you as a sponsor to either set investment strategy and present a proposal to the trustees, to carry out an independent assessment of any trustee proposals or to be used to set strategy working simultaneously with the trustees. Our innovative approach focuses on three key areas. Clear Communication Goals We take complex concepts and reduce these to simple, understandable scheme-specific success and failure criteria, which trustees and sponsoring employers can easily relate to i.e. Fully funded on a Technical Provisions basis in 15 years. There will be no increase in contributions from currently committed levels over a 15 year period. Find your optimal asset allocations Our Advanced Asset Liability Modelling (ALM) tool assesses the performance of multiple candidate investment strategies based on thousands of economic scenarios, to provide a clear measure of their suitability. We then work with you to explore many investment strategies to find their optimal chance of achieving your objectives. The calculations are repeatable and delivered quarterly, which means ongoing detailed analysis can be carried out quickly at a very low cost. This delivers significant added-value through time and cost efficiency savings for you. Automated, real-time calculations through complete integration True integration of administration, funding and investment means our modelling offers a level of validity that no other system on the market can provide. The automated modelling is based on: Live scheme administration data. Up-to-date scheme asset values. Actuarial calculations to the standard of a full, triennial valuation. Daily calculation of projected liability cashflows, which can be provided to investment managers at no additional cost. Static written reports are replaced with interactive, live charts. Combined with our expert advice, you can now access an unparalleled framework for strategy planning and decision making. Taking it one step further to ensuring schemes meet their ultimate objectives. Spence & Partners Limited is authorised and regulated by the Financial Conduct Authority in the conduct of investment business. Find out more about our Investment services to employers Please contact Simon Cohen or fill out this form. Name Name Scheme name Scheme name Preferred contact detail Preferred contact details Enquiry Enquiry Consent for storing submitted data Yes, I give permission to store and process my data Please tick Submit OUR SERVICES TO EMPLOYERS Liability Management Alternative benefit formats Liability management Pension accounting Figures you can trust Scheme accounting Actuarial Advice An end to uncertainty Actuarial Re-structuring Distressed employers have a number of options when it comes to their defined benefit pension obligations. Restructuring Defined Contribution Schemes Our defined contribution advisory practice delivers better member outcomes DC schemes Unsure which service you require? Get in touch and we can pass it to the right department. Contact us OUR ACCREDITATIONS Any questions about our services? Please contact us and we will get back to you. Contact us View our LinkedIn profile Read our Tweets Watch our Videos Like us on Facebook Home Awards and accreditations Careers Resources Regulation COVID-19 Privacy Policy Cookie Policy © 2021 Spence & Partners Ltd. All Rights Reserved. Cookie Control Your choice regarding cookies on this site We use cookies to optimise site functionality and give you the best possible experience. I Accept I Do Not Accept Settings