Investment Consulting - Allied Pension Trustees

By: Allied Pensions  05/12/2011
Keywords: Investment Managers, Investment Consultants, Investment Consulting


For Trustees of Company Pension Schemes

The investment decisions made by trustees and pension scheme sponsors can have a profound impact on the cost and quality of your company pension scheme and upon the future income and living standards of your scheme members.
Our experienced investment consultants will work with you to identify and understand these key issues that will shape your investment objectives and attitude to risk.  We will then advise you on a suitable strategy to meet these objectives and help you with an appropriate investment structure.

For Private Clients

Similarly investment decisions can have a profound effect upon the level of assets on which your income in retirement will depend.  Knowing that experienced investment consultants are available to construct a tailored investment portfolio for you, provides you with the comfort of knowing that the best endeavors are employed to realize your investment objectives.

Global Investment Portfolios

Our knowledge of global investment markets enable us to measure and appraise the performance of investment managers against selected benchmarks.  In an increasingly global market, it is vital to ensure that an investment portfolio is well diversified across well regulated markets.

MiFID Firm

APT Financial Services Limited is an investment firm regulated under MiFID, (the Markets in Financial Instruments Directive), and is authorised by the Financial Regulator to provide broad based investment advice for clients located in Ireland and across the EEA region

Keywords: Company Pension, Global Investment, Investment Consultants, Investment Consulting, Investment Managers, Pension Trustees

Other products and services from Allied Pensions


Personal Retirement Savings Accounts (PRSA

Choose from a range of institutional pooled funds offered by Irelands leading eight investment managers, or self directed options are offered for those seeking a greater say in the choice of investments held and may include assets such as. For the first time ever, Ireland's leading investment managers are offered under one contract, allowing you the flexibility to save for your retirement, in a flexible and cost efficient way.


Pension & Investment Consulting Services

Allied Pension Trustees Limited is licensed by the Pensions Board as a Registered Administrator in accordance with the provisions of the Social Welfare and Pensions Act 2008. Our pension fund performance measurememt survey monitors the absolute performance of investment managers and relative performance against chosen benchmarks.


Corporate Pensions Administration & Consultancy

Our corporate pensions administration service extends to both defined contribution and defined benefit plans. Our clients are serviced by dedicated client management teams. Onlie reporting portal for trustees and scheme sponsors. Financial Reporting & Trustee Annual Reports.


Self Directed Pensions - Allied Pension Trustees

The Government announced in its recent National Pensions Framework document, its intention to extent the ARF option to all defined contriution plan members from 2011. The self administered pension offeres a flexible approach to retirement saving for executives under a company pension plan structure. An Approved Retirement Fund is an investment vehicle used at retirement, which provides an alternative to annuity purchase.