APT WEALTH MANAGEMENT Retirement & Beyond. We are focused on meeting your needs TALK TO US Welcome APT Workplace Pensions Limited and APT Wealth Management Limited were formed in 1999 and quickly established themselves as specialists in the pension management arena. Our client base includes a host of multinational and indigenous corporate pension clients, along with an excess of 1,000 individual clients who are now in retirement. APT has been hugely successful in delivering pension management services to a wide variety of businesses across various industries and now manage in excess of €1bn for 55,000 members across 120 Workplace Pensions. Our Dublin team is comprised of 40 professional staff, dedicated to providing service to our clients across the various disciplines:- consulting, investment consulting, pension administration and information technology. Governance There is little doubt that better outcomes emerge for members where good governance measures are applied to the management of Workplace Pensions. Good governance is good policy! To this end, we publish our Corporate Governance Plan, maintain a full-time compliance department, operate a fitness & probity regime for senior appointments, and adopt a risk-based approach to compliance monitoring. ISAE 3402 A strong internal control environment is a key element in delivering high quality, risk managed services to our portfolio of clients. We maintain a controlled environment in which our objectives and processes are clearly defined for each aspect of our business. Our internal controls are audited annually under the International Standard on Assurance Engagements ISAE 3402, which gives you the comfort of independent assurance. Business Continuity You can rely on us. Our Business Continuity plan leverages the latest Microsoft Azure Site Recovery to ensure continuous replication of our data. This coupled with a workplace recovery site ensures continuity of service in the event of an emergency. Social & Environmental We are conscious of the impact our activities may have upon society and the environment. Developed by procurement experts, the CIPS Sustainability Index offers a comprehensive assessment of environmental, economic and social sustainability. As a rated CIPS supplier, we have declared our policies on a number of social, environmental and economic issues, including anti-slavery and anti-corruption policies. Dedicated Professionals Our personalised approach to dealing with you and your members is key to our success. Our success is measured in terms of your customer experience. Ian Britchfield BSc (Mgmt.) FCA Chairman & Independent Non-Executive Director Ian acts as chairman and independent non-executive director to APT Wealth Management Limited which is regulated by the Central Bank of Ireland. A Chartered Account and member of the Institute of Directors, Ian has a strong background in the financial services industry, having held a number of senior finance positions in the insurance and reinsurance industries. Vincent Boyle FIIPM QFA Founding Director A founding Director of APT Workplace Pensions Limited and APT Wealth Management Limited, Vincent serves as Chief Executive. A fellow of the Irish Institute of Pension Managers and Qualified Financial Advisor, Vincent’s career stretches back over 30 years. Prior to co-founding APT, Vincent was a Director of Aon Consulting, a global employee benefit practice, operating in over 500 countries. Vincent is vastly experienced in pension matters and advises some of Ireland’s largest DC pension schemes. Kirstyn Switzer QFA FLIA Director Kirstyn Switzer is a founding Director of APT Workplace Pensions Limited and APT Wealth Management Limited, Kirstyn is responsible for operations. A fellow of the Irish Institute of Pension Managers and Qualified Financial Advisor, Kristyn’s career stretches back over 25 years. Prior to founding APT, Kirstyn was Pensions Administration Manager at Aon Consulting, a global employee benefit practice, operating in over 500 countries. MEET EVERYONE Awards & Accolades Client Testimonials We appointed APT to manage our workplace pension in 2005. In our experience, APT have combined state of the art systems with a personal approach to deliver service to our 2,000 plan members. The service is exactly what you would expect from a dedicated service provider. CONNIE KELLEHER • FINANCE DIRECTOR • REHAB GROUP Our Clients We work with a range of multinational and indigenous companies, with whom we have developed deep relationships. A large number of our customers have been with us for a considerable period of time. Get In Touch Today FIRST NAME * LAST NAME * EMAIL ADDRESS * PHONE NUMBER SUBJECT HOW CAN WE HELP? OUR OFFICE APT Wealth Management Limited Apex Business Centre, Blackthorn Road, Sandyford, D18 CONTACT US TODAY +353 1 206 3010 info@apt-wealth.com LEGAL Terms & Conditions Data Privacy Statement Complaints Procedure SFDR Statement APT Wealth Management Limited is regulated by the Central Bank of Ireland © 1999-2021, APT Wealth Management Limited | All Rights Reserved