Employer > Trustee Zone > Our Strategic Asset Allocation Service for defined benefit schemes
Our Strategic Asset Allocation Service for defined benefit schemes
Custom-building your pension investments to suit your scheme
Monitoring your scheme's investment strategy can be complex, yet trustees and advisers are required to demonstrate that their investment decisions are appropriate and reached using a robust decision-making framework.
This means a relevant and closely monitored investment allocation strategy is essential for any pension scheme.
In depth
Download the following PDF guide for more information:
How our Strategic Asset Allocation Service can help you
Our Strategic Asset Allocation Service and carefully selected funds are designed to help you understand your scheme and its liabilities better and create a benchmark investment strategy for the scheme.
Our investment services provide you with the support you need and valuable information to help you meet your ongoing responsibilities - providing an effective solution for all concerned.
Features and benefits of the Strategic Asset Allocation Service
| Features | Benefits |
|---|---|
| A comprehensive written report detailing the scheme analysis. | Can be used as a basis for discussion at trustee meetings on investment strategy and to record the reasons for decisions made. |
| A bespoke scheme asset allocation investment benchmark plus an assessment of the potential position three years on. | Provides you with a roadmap to help you frame your investment decisions now and in the future. |
| Analysis of the expected future cashflows for the scheme. | Helps you make investment decisions with an understanding of your scheme's liability profile. |
| An expert from Scottish Life will present the report to scheme trustees. | Helps your understanding and gives you the opportunity for face to face discussion of the questions that matter to you. |
| Complete service provided and updated every three years. | Remains up to date as your scheme liability profile evolves. |
| Explicit annual fee. | Fee is agreed in advance, so you know how much the service is going to cost from the outset. |
We understand the special investment issues surrounding defined benefit schemes, and our Strategic Asset Allocation Service can assist those responsible for making investment decisions.
Find out more
For more information on the service or our defined benefit schemes, please speak with your usual Scottish Life contact.
