Save & Invest Financial Planning

Governance and fiduciary management

Save & Invest has a specialist team that provides fiduciary management to pension scheme trustees. Our expertise and support enables them to implement their long term strategies and achieve the intended outcomes through effective governance structures.

Our bespoke fiduciary management means that they can respond quickly to changes in market conditions and benefit from opportunities, with no need to wait for trustee meetings.

Our specialist team comprises experts who understand the complexity of investment markets and what trustees require in order to help them achieve their objectives and deliver against their responsibilities and duties.

We take responsibility for investment decisions taken on behalf of trustees and report against a transparent monitoring framework.

Our own interests are always aligned with the clients'.

Contact us to talk about your requirements

How sustainably focussed is your portfolio or pension plan?

Let us check your portfolio free of charge. Email us to find out how to provide us details of your current portfolio securely or call us on the number below.

Our switchboard 0141 332 8088 is being diverted and answered remotely in normal office hours, while the majority of our team continues to work from home.

Please email us on info@saveandinvest.co.uk with general information on yourself and your portfolio.

News & Insight

Looking forward positively

Despite more than six months of Covid 19 restrictions, as the volatility in markets reduced, Save & Invest has been able to reorientate portfolios to…